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401(k) Management

Our processes are designed to increase operational efficiencies, enhance investment opportunities, protect fiduciaries, drive successful participant outcomes, and document your efforts to maintain a 401(k) Plan that THRIVES!

free ebook

The UGLY TRUTH About Managing Your Company’s 401(k):
3 Costly Threats & 2 Untapped Opportunities

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Your 401(k) Plan should be designed to THRIVE!

  Spend less time managing your Plan

  Feel confident that your employees are offered best-in-class investment options

  Adopt a process designed to continually reduce 401(k) fees and total costs

  Minimize your fiduciary risk with our 3(21) or 3(38) fiduciary services

  Rely on our energetic and creative team to engage your employees with sensible education, financial advice, and retirement readiness initiatives

  Be sure you’re partnering with the best recordkeeping and administrative service providers

  Know your 401(k) document is thoughtfully written to help balance the needs of your employees and company objectives

  Feel confident you’re receiving objective advice that’s free from conflicts of interest

Our ongoing process includes...

Fiduciary Due Diligence

Market reviews, Investment Policy Statement, Scorecard Methodology™, Scorecard™ Investment Rankings using a 0-10 pass/fail scoring system, investment advice

Fiduciary Guidance & Compliance Analysis

Fiduciary education modules, documentation modules, fiduciary best practices, administrative compliance review

RFP & Benchmarking Services

Comprehensive RFP deliverable with side-by-side comparisons of bidding and incumbent provider costs, services, investments, and over 400+ data points to help simplify your decision-making process when evaluating or hiring a new recordkeeping or administrative service provider

Investment Committee Meetings & Minutes

Annual, semi-annual or quarterly meetings based on your needs

Plan Design Consulting

Annual plan design analysis and best practice analysis

Employee Education & Advice Meetings

Group, web-based, video, and one-on-one sessions available

Newsletters & Memos

Plan sponsor and employee newsletters and videos

What makes us different?

We answer your questions in easy to understand terms.
We are committed to being there for you and your employees.
We specialize in this part of your business so you don’t have to.
We are proactive, not reactive.

Schedule a Consultation

At Everthrive Financial Group, we offer our clients independent, customized service solutions. If you are a company looking for full-service defined contribution services, we can help you.

Schedule Now
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