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401(k) Plan

Cost To Employer:

  • Start Up New 401(k) Plan – $500
  • Convert Existing 401(k) Plan – $1,000
  • 401(k) Annual Base Fee – $1,500
  • Annual Base Fee Includes 30 Employees
  • Each Additional Employee – $30/yr.

Total Participant Fee – 0.65% (includes mutual fund expenses and administrative fees)

Please contact me to get started.  Here are the documents we will need to expedite our process.

401(k) Rollover To IRA

Please contact me so I can learn about you and design an IRA based around your wishes, goals and retirement date.  Our fees include fund and manager expenses, custody, platform and advisory fees.  These are the total of the fees you pay from your account when you work with us.

•Up to $50,000 – 1.6%
•$50,000 to $500,000 – 1.45%
•$500,000 to $1,000,000 – 1.4%
•$1 million to $1.5 million – 1.25%
•$1.5 million and up – 1%

403(b) & 457(b) Plan

Please contact me so I can learn about your organization and design a plan for you. The pricing is the same or may even be lower than our 401(k) pricing.