For Advisors

Outsource Your 401(k) Department

The Better 401(k)™ system was designed by advisors, for advisors. We know how much work it takes to manage a 401(k) plan for multiple clients. Leave the paperwork to us so you can focus on growing your book of business. 

Why It Works

Expert Advice

From advisor to advisor, we’ll partner with you on a custom designed 401(k) plan for your clients that is tailored to their needs. 

Dedicated Support

Setting up and maintaining a 401(k) program requires a lot of attention and oversight. Let us do the work so you can focus on your clients.

Better Protection

It’s hard to stay up to date with compliance if you don’t deal solely with 401(k)s. With The Better 401(k), you won’t have to worry about liability. 

How To Get Started

Schedule a Call

Whether you are looking for a custom plan for current or future clients, the best place to start is by having a conversation.
Build Strategy

As your strategic partner, we will work with you closely on a strategy that works with your business needs.

Design Plan

Our team of experts will put together your custom 401(k) design and walk you through every step of the way.

It's time your business experience The Better 401(K)™

Let's Talk!

Benefits for Advisors

If you don’t have a robust 401(k) solution and your clients are asking for advice, it can be easy to choose a cookie cutter plan. Easy, but not always smart. The Better 401(k)™ system works because we design custom plans to meet your specific needs

(941) 761-401k