FixedFee401k offers full service 401k plan solutions for small to mid-size employers. We establish, design and administer your 401k plan to produce positive retirement outcomes for plan participants. Our advisory fee is set at engagement and does not increase. Our plan administration fees are a flat fee per participant. We believe we provide the most cost effective plan for your employees, with high quality low cost funds and superior participant support to help maximize results.
FixedFee401k works with Vanguard Retirement to provide administrative services for 401k plans. For other types of retirement savings plans, we have several different companies with whom we work. We can also work with your current recordkeeper or TPA. We understand the need to craft our solution in partnership with what’s best for your business.
FixedFee401k has saved our current valued customers up to 70% over their prior 401k provider. By establishing a fixed fee for plan administrative and advisory services, we help your participants avoid ever-increasing asset-based plan fees which hinder account balance growth. Lower, fixed fees give participants a better chance at a successful retirement outcome.
Our clients are located throughout the United States and FixedFee401k travels extensively for our clients. Our FixedFee401k pricing includes one on-site visit per year. Additional visits are available for a minimal charge that covers the travel expenses.
FixedFee401k serves as a fiduciary to the plan under Section 3(38) of ERISA, and is legally bound to act in the best interest of the plan, its participants, and their beneficiaries. FixedFee401k assumes the responsibility for selection and monitoring of the investment options of the plan.
401k plans don’t have to be complicated or expensive. FixedFee401k plans are fully integrated. We work with nationally recognized partners, like Vanguard Retirement, to provide administrative services including recordkeeping, custodian, and third-party administrator support. FixedFee401k provides onsite participant education and education. Our services also include ERISA 3(38) responsibilities for the investments.
We select plan investment line-ups from a broad universe of high quality funds and avoid those with hidden fees and charges. Plan investment line-ups may include low cost index funds and actively-managed mutual funds. We act as the plan’s Investment Manager as defined under ERISA 3(38).
We encourage plan participants to roll over their retirement savings from their prior 401k. Why? Because there is no additional charge for the individual or the plan for additional contributions or investment returns.
Participants deserve top notch financial educational support to make the right decisions regarding saving and preparing for retirement. FixedFee401k is there to help your participants make appropriate investment and retirement decisions. Our unparalleled participant support services include quarterly meetings and individualized financial planning.
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