What Makes Our 401(k) Services Different
The responsibility of providing a retirement plan to employees can be overwhelming. Our comprehensive approach allows you to remain focus on the day-to-day business activities.
Creative Plan Design
Glass Jacobson Wealth Advisors design plans based on our clients’ objectives, the nature of their business, and employee demographics. Whether the objective is to maximize elective contributions, increase participation, or reward tenure, we work with our clients to design a plan that meets their needs.
Managing the Fiduciary Burden
For plan sponsors who prefer to maintain discretion over their investment menu, we offer a co-fiduciary arrangement under ERISA 3(21). For those who want to shift the responsibility to a third-party expert, we offer a discretionary arrangement under ERISA 3(38). Either way, Glass Jacobson provides a risk reduction solution for plan fiduciaries.
Glass Jacobson 401k Plan Services
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Fiduciary & Simplified 401k Services
A Plan Sponsor's Guide
to 401(k) Compliance
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