FixedFee401K
Plan Solutions

Providing employers with a different,
better path for 401(k) Plans.

For Small to Medium Sized Employers

Our FixedFee401k plan solutions offer
employers an alternative to asset-based 401(k) plans
and helps plan participants keep more of what they save.
We’ve changed the basic pricing of 401k plans, and
include high quality low cost funds and participant
support.  FixedFee401k helps in three ways:

Fixed Fee Pricing

The annual advisory fee is set at engagement. Our partners price their services based on headcount, not assets.  No revenue sharing or hidden fees. It’s a fixed fee 401k plan.

Quality Funds

Our FixedFee401k solution is paired
with high-quality low cost funds. Our goal
is to select the investment funds at their
lowest possible cost. Employer delegation
of investment fiduciary responsibilities
under section 3(38) of ERISA.

Participant Support

FixedFee401k focuses on participants first.  Our quarterly updates also include personal financial planning help as well.  This individualized support creates better informed decision-makers for retirement.

Comprehensive low cost wealth management.

Give us a call to get started.

  • 1-866-334-0151