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)
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".
Compliance testing and fiduciary support
Dedicated Account Manager: Customer support from a real human being!