We share your commitment to your team.

Our professional team approach can help improve your comfort level with the 401(k) plan.

High Level Service

Our service model is focused on coordinating with the plan provider to support your organization, plan administrators, and each individual in the plan.

Solid Provider

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.

Financial Wellness Delivered

Employee financial education on key topics needs to accompany the 401(k) plan. Employees need access to a Fiduciary for one on one advice.

High Quality

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.

Local Touch - National Reach

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

1. Present

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.

2. Analyze

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.

3. 401(k) Selection

Our team will work directly with your team to select the best plan for your organization.

4. Implementation

Move to the new platform and rollout financial wellness strategy.

5. Ongoing Support

Our team will follow through on annual 401(k) support and financial wellness communication plan.

Concierge Financial and Insurance Services Program

The purpose of the program is to provide a comprehensive set of product and service offerings to benefit the employees of larger organizations. This can help provide an advantage in the marketplace for your organization to attract and retain employees. Employees can benefit from the purchasing power of your organization in sourcing important insurance coverages. In addition, employees will be able to receive financial advice and other services as part of the concierge services program.
Contact Us to Learn More

Program Benefits:

  • Financial Wellness
  • Financial Advice
  • Mortgage Analyses
  • Insurance Analyses
  • Professional Referrals

Have questions about 401(k)s?

Find an Employee Benefits Professional

Headshot Photo of Pat Paule

Pat Paule

Employee Benefit Consultant

Headshot Photo of Jake Cox

Jake Cox

Group Benefits Consultant

Tony Desch

Tony Desch

Financial Advisor

Headshot Photo of Lincoln Boyle

Lincoln Boyle

Investment Advisor Representative

Headshot Photo of Sean Savage

Sean Savage

Financial Advisor

Headshot Photo of Scott Walsh

Scott Walsh

Investment Advisor Representative