The ShareBuilder 401k Service Advantage

Our service brings together 401(k) and plan design expertise, technology, and a low-expense investment philosophy to help you achieve better retirement outcomes. Our program offers the highest level of investment management services (ERISA 3(38) advisory), plan design strategy and delivery, and recordkeeping and administration, to help you provide a great 401(k) program for your company.


Exceptional Service Every Step of the Way

We work to simplify 401(k) plans, so any size business and their employees can save more for retirement. Our bundled, end-to-end solutions take modern technology and 401(k) advisors to deliver the employee 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 401(k) advisor, call center support for employees, and employee education meetings are essential elements to a great 401(k) program—and that’s what we’re dedicated to deliver for you.


We’re an Unbiased Fiduciary

Every employer is responsible for ensuring their 401(k) is run in the best interest of its employees. We’re not a fund provider, so we take a balanced, unbiased view of selecting, reviewing and adjusting the fund roster for what we deem as suitable for retirement investing. When it comes to the investment offerings, a regular review of investments is required to provide a diverse, cost-effective lineup that helps minimize the chance of large losses. We take on this fiduciary duty for your plan, saving you time and energy and leveraging experts and tools that may be unavailable to companies doing this work internally. It also takes the investment roster management fiduciary risk and burden off your shoulders.

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