Our Services are for Sole Proprietors, LLC, LLP, S-Corporations, Non-Profits, and C-Corporations.

Features For Your Employees

  • Curated socially conscious investment options
  • Self Directed Investments allowing 401K investing into nearly any company / asset
  • Zero investment management fees
  • Choose ANY advisor to work with (the advisor may charge fees)
  • Low mutual fund expense ratios (charged by Vanguard & other funds)
  • Rebalancing
  • Roth 401K option
  • Easy contribution changes
  • Easy Portfolio Design
  • Loan & hardship withdraws
  • Financial Advisory Services NOT included (Can be added for an additional fee)

    • Features For Your Business

  • Administrative ease: just sign up... no mountain of paperwork to complete. You can sign up in 5 minutes.
  • Because The Shared 401K consists of many different companies, you're absolved from most plan sponsor responsibilities!
  • No Plan Document maintenance, Form 5500 filings, discrimination testing, no quarterly 401K investment committee meetings, no time consuming "homework".
  • Recordkeeping
  • Matching contributions
  • Owner participation
  • Compliance testing and fiduciary support
  • Employee onboarding
  • Dedicated Account Manager: Customer support from a real human being!
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