100% Satisfaction Among Employers & Participants That Have Switched

A Different, Better Path

FixedFee401k helps in three ways and all for the same low fixed fee.

FIXED FEE PRICING

We’ve changed the basic pricing of 401k plans, and include high quality low cost funds and participant support. 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. We select the investment funds at their lowest possible cost. Employer delegation of investment fiduciary responsibilities under ERISA 3(38) coverage.

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 Plan Management

Our 401k plan conversion process is simple.

Expert Guidance

We walk step by step through the conversion process with you and provide consultation every step of the way.

Smooth Conversion

FixedFee401k personal involvement in the conversion process to ensure that both the plan sponsor and participants have a positive re-enrollment experience.

Ongoing Support

Our support doesn’t end with the conversion. We support participants’ savings efforts with advisors and staff that are knowledgeable and willing to go the extra mile for both the plan sponsor and the participants.

We work primarily with Vanguard Retirement who is responsible for the plan’s ongoing administration. FixedFee401k also provides any necessary support to assist in plan administration questions or issues. We can also work with your recordkeeper or TPA if that’s best for your business.

A True Win Win

EMPLOYEES BENEFIT

FixedFee401k can save participants 50% or more in plan fees. Fee savings allows participants to keep more of what they save for retirement. In addition, low-cost high-quality funds can improve investment returns.

EMPLOYERS BENEFIT

Valuable and appropriate counsel with complete support for the plan sponsor. We accept responsibility for the plan’s investment line-up so you can minimize your fiduciary responsibility. Employees receiving financial education and support to produce positive retirement outcomes can be more productive employees for your business.

IT’S UP TO YOU TO CHANGE THEIR OUTCOME

As the employer, you make the choice of 401k providers. With a FixedFee401k plan, you’ll have an easy transition and support that doesn’t end with implementation and employee enrollment. We are here to help whenever needed. Let us help your employees.

Contact Us

It’s time to switch. Let’s get started