We have the technology to directly manage your company 401(k). Gone are the days when we had to settle for just providing you with a recommended allocation and then placing the burden on you to implement the changes. We can now select the funds, rebalance, monitor, and report on your 401(k) just like any other brokerage account we manage.

Advantages of Individual 401(k) Management

  • Save valuable time by avoiding the headache of collecting and providing statements and investment choices for us to review.
  • Eliminate the need to log into your account to make changes to the allocation whenever needed, which can be a cumbersome process.
  • Allows for more comprehensive financial planning and investment management, with the ability to see the big picture and act when necessary.
  • The ability to more proactively review these accounts in detail on an as-needed basis, which allows clients to remain properly allocated and balanced across their entire portfolio.

Secure 401(k) Technology

Our technology platform simply enables us to manage your 401(k) regardless of where it is held. There is a one-time setup process where the account is connected securely so we have the proper access to make any necessary trades or rebalance the account.

We will not have the ability to change your address, request any distributions from your accounts, or open any new accounts on your behalf through the platform. We also never have access to or will be able to see your login information.

Please contact us to learn more about our Individual 401(k) Management services.