Better Together 401(k). We charge 10% less than your current advisor*

Often, yes!

If you have an existing plan, we love searching for savings and often (but not always) can find savings at other recordkeeping providers.

Come chat with us for a quote. We likely will not be the cheapest option out there, nor the most expensive. There are cookie-cutter, one-size-fits all providers out there with low fees.

If price is your #1 consideration, then we may not be the best choice. With us, you're getting real people, providing real support to your team, both employees and HR.

And you get what you pay for. Go check out some of our testimonials.

Because when you hire us, we become a fiduciary too in your plan. If the plan is a mess, and documentation is poor, that's not just bad for you. It's bad for us too.

So we built our Fiduciary 2.0 software to make it easy, and honestly pretty fast, to built and maintain immutable records that we not only are doing regular investment reviews, but that you are regularly reviewing the plan's health and its service providers. In the event of an audit, no scrambling to collect docs. Export all records with the click of a button.

Many advisors force their clients to sit through long investment review meetings as often as quarterly.

We, and our ERISA attorneys, think such reviews are not only boring, but a waste of time. As the plan sponsor, it's your job to hire an advisor like us, and then to document that you are undergoing sufficient oversight of that advisor. You don't need to spend 90 minutes every 90 days with your advisor to achieve that.

We have a standardized fund lineup, that is universal across our plans. For every fund we include, we track 3-5 alternates. We publish a quarterly report, including our watch list, every quarter in your HR admin hub. We also publish a quarterly performance review for your team. Then, at the end of each year, we clear the watch list, make any changes to the fund lineup, and document our rationale. You get assigned a task to review.