Business 401k - 403b Services - Armbruster Capital Management, Inc

BUSINESS 401k - 403b RETIREMENT PLAN SERVICES

Support your employees
without the complications

Easily set-up and manage your 401k, 403b, and pension plans
Reduce costs and improve investment performance potential
Fulfill your fiduciary obligations with confidence

Helping you do more than check a box

If your company offers 401k, 403b, or pension plans, you have a fiduciary responsibility under federal law (primarily ERISA) to act in your employees’ best interests.

The legal complexities of this role can leave administrators hurrying to check it off their to-do list.

We help you manage the effort and keep you in compliance.

We also help you:

–Reduce costs
–Educate your employees
–Update your documentation
–And improve investment performance potential

So you can do more than check a box.

A BETTER RETIREMENT PLAN FOR YOUR EMPLOYEES

At reduced costs to your bottom line

Here’s how it works:

Review your existing plan (including a full cost analysis).

Identify improvements and new service providers.

Smoothly help you transition to the new plan.

Educate your employees about the new plan.

Keep up to date with changing regulations.

Oversee the investment funds.

Regularly report on the plan.

We offer ongoing services for the life of the plan, monitor fund expenses, sponsors, and participants, and keep everyone updated on plan activities.

The result: A better plan for your employees and potential reduced costs to your bottom line.

Offer an honest plan you feel good about

Get more from your plan for less

Low-cost index funds have historically outperformed actively managed funds.

By building your fund menu, shopping for competitive services, and offering fair fees, we offer your plan participants the potential for increased net returns.

Help employees make smart decisions

Your employees need to know about their retirement options. Unfortunately, most people have little interest in the mechanics of their plans.

We offer a host of tools, including regular, customized information sessions to keep participants up-to-date, educated, and engaged.

Keep yourself out of trouble

Building an honest plan that performs well is non-negotiable (and helps you avoid Department of Labor audits and lawsuits from plan participants).

By reducing costs, offering sound investments, updating documents, and providing education, we help you meet your fiduciary obligations and avoid potentially costly lawsuits.

Protect yourself from the

consequences of a subpar plan

Work with a team with real investment experience – not a team of sales reps

Reduce costs and improve investment performance potential

Fulfill your fiduciary obligations with confidence

Put real investment advice to work for you.

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