The ShareBuilder 401k Service Advantage
Our service combines 401(k) expertise, advanced plan design, a modern technology platform, and a low-cost investment philosophy to help you achieve better retirement outcomes. Our program offers the highest level of investment management services (ERISA 3(38) advisory), strategic plan design and seamless recordkeeping and administration – ensuring your company has an exceptional 401(k) program.
Exceptional Service Every Step of the Way
We strive to make 401(k) plans simple and accessible, helping businesses of any size and their employees save more for retirement. Our all-in-one solutions combine modern technology with expert 401(k) advisors to provide employee education programs, investments, recordkeeping, compliance, and fiduciary services for your plan.
Service Team Paired with Intuitive Digital Solutions
While intuitive technology can be game changing, ensuring that you’re fully supported with a dedicated 401(k) advisor, call center support for employees, and employee education meetings are essential elements to a great 401(k) program. We pair experts with digital solutions to help deliver you and your employees a great experience.
We’re an Unbiased Fiduciary
Every employer is responsible for ensuring their 401(k) plans serve their employees’ best interests. Since we’re not a fund provider, we’re able to offer an unbiased approach to selecting, reviewing, and adjusting the fund roster for retirement investing. Our Investment Committee conducts regular investment reviews to help maintain a diverse, cost-effective lineup designed to minimize the risk of significant losses. By assuming this fiduciary duty, we save you time, lighten your workload, and minimize the fiduciary risk, burden, and responsibility of managing your 401(k) plan’s investment roster.