Setting up and utilizing a 401(k) plan is a smart move for business owners who want to offer employees a valuable benefit, reduce their own tax burden, and secure their personal retirement future. Whether you already have a plan or are considering one, it’s essential to check every box and partner with the right advisor and team—one who provides a fiduciary partnership built around your goals and priorities

AN ERP Fiduciary Partnership Built Around You

Our Objective

We diligently seek opportunities to enhance our clients’ plans while serving both owners and employees. Our objective is simple: deliver unmatched service, provide consistent communication, align the plan with your ownership objectives, lower costs wherever possible, and help you retain and empower your team.

The Client Centric Value-Add

  • Comprehensive 401(k) Investment and Plan Monitoring

  • 3(21) Fiduciary Advisors

  • Timely Updates & Reminders on Regulatory Responsibilities

  • Quarterly Fi360 Investment Fiduciary Reports

  • Periodic Fee and Service Reviews, Including Direct Comparisons of Plan Sponsor Options

  • On-Demand Employee Education Webinars and Seminars on Budgeting, Debt Management, Emergency Preparedness, Long-Term Investing, and Retirement Planning

  • On-Call Personal 401(k) Plan Service

  • Employee Retirement Financial Planning

  • Comprehensive Executive Financial Planning for Retirement, Tax, Estate, and Philanthropy Goals

  • Business Ownership Exit and Transition Planning

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