Our professional team approach can help improve your comfort level with the 401(k) plan.
Our service model is focused on coordinating with the plan provider to support your organization, plan administrators, and each individual in the plan.
You deserve a top provider with superior funds, a cutting edge technology platform, and a best practice process. Our team can provide recommendations for top providers.
Employee financial education on key topics needs to accompany the 401(k) plan. Employees need access to a Fiduciary for one on one advice.
We help you meet the standard of providing your employees a high quality, cost effective, and independent 401(k) plan with a 3(21) or 3(38) fiduciary service.
We are your neighbor in Northwest Ohio who’ll strive to facilitate a better service model with the ability to support your employees across the country.
The Savage Team
Best Service 401(k) ProcessTM
Our team can bring the top plan providers to present to you. A review of investment options, fees, technology platform, and service model will be topics covered in the presentation.
We will analyze you current financial wellness communication strategy and design an updated strategy. We will help your organization deliver financial wellness to your employees.
Our team will work directly with your team to select the best plan for your organization.
Move to the new platform and rollout financial wellness strategy.
Our team will follow through on annual 401(k) support and financial wellness communication plan.
Concierge Financial and Insurance Services Program
- Financial Wellness
- Financial Advice
- Mortgage Analyses
- Insurance Analyses
- Professional Referrals