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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.
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.
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.
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.
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.
Whether you are looking for a custom plan for current or future clients, the best place to start is by having a conversation.
As your strategic partner, we will work with you closely on a strategy that works with your business needs.
Our team of experts will put together your custom 401(k) design and walk you through every step of the way.
We are a team of 401(k) experts. Let us help you offer your clients the Better 401(k).
Reach out today and let’s see how we can reduce your workload, the fees you pay, and your risk!