401(k) Platforms we work with:
CASE STUDIES
See what other companies like yours are doing.
Technology Company
We worked with a company looking to scale QUICK. They were looking to attract and hire 30 virtual employees in 2 months. A better benefits packaged was the key to accomplish their goals. How did the 401(k) contribute?
Service Business
The employees of this service company only had a SEP IRA with a money market as the default. (SEP's only allow the company to add money) They didn't have access to any financial education to help them understand their options. It was time for an change, so our team jumped in.
Medical Practice
The payroll provider 401(k) wasn't cutting it. Lower than average investment performance and no professional advice lead to frustration from the team. They were also concerned with rising taxes and needed a strategy to help.
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