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
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?
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.