401(k) Rollover

Participant Engagement: Offering a high-quality retirement plan is one thing. Getting employees to enroll and take full advantage of it can be another. Jaimie created The Sound of Money Library to powered by MoneyCapsules®, an educational and entertaining way to understands the ins and outs of 401ks.

Plan Design: When it comes to retirement plans for your employees, one size doesn’t fit all. Plan design features affect every aspect of a retirement plan—from fiduciary support for plan sponsors to communication and education for their employees. Click to Read more

Investments & Fiduciary Responsibility: In today’s increasingly complex and stringent regulatory environment, it may be difficult for business owners to try and go it alone when it comes to choosing and monitoring investments for their retirement plan. They rely on professional guidance with their investment and fiduciary responsibility,

Service: An essential piece to providing the appropriate retirement planning solution for employees is service. That’s where it all begins. Listening, making recommendations, providing training, and responding to questions and concerns quickly and effectively are what help foster a productive, long-term relationship.

Value & Pricing: The price of a product is often the primary component on which buying decisions are made. Regardless of quality, service and other factors, if pricing is not competitive, a plan sponsor may not be able to afford their best option. Our retirement plan strategies are designed to address your needs and priced competitively as your plan grows.

BH Wealth offers a complimentary compliance review of your plan
Were you given the opportunity to carefully evaluate your current plan provisions and services to make certain the plan design continues to meet business objectives? If not we can help!

We listen to your retirement goals and objectives and help you tailor your plan document.

Start early, if you push this project at the very end of the restatement period, you will not have given your CPA, Financial Advisor and Third Party Administrator the time to design the perfect plan for you and your employees.

Ask us about our complimentary 401(k) plan review.

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