401(k) Retirement Plans
Accomplish Goals, Build Peace of Mind
Experience new thinking that optimizes your plan, mitigates risks, and enhances employee satisfaction through dedicated plan design and education.
Why Speak to Us?
It’s been more than 6 months since your last plan review.
You want to confidently mitigate fiduciary risk.
You want to ensure your employees’ retirement wellness.
Have recently benchmarked all of your plan fees and want 20% of savings.
Because we give your plan the attention it deserves.
%
Average Advisory Fee Savings
%
Average Recordkeeping Savings
401(k) plan benefits
Empower Your Employees’ Futures
Increase Wellness
401(k) plans play a crucial role in enhancing financial wellness, providing employees with the tools and confidence needed to secure their financial future.
Enhance Education
By providing comprehensive education about their 401(k) plans, employers empower their employees with the knowledge and skills needed to effectively manage their retirement savings and overall financial health.
Improve Participation
By enhancing education about the 401(k) plan, employers can significantly increase employee participation, leading to better financial outcomes for their workforce and greater overall financial wellness.
Why Newcleus?
Have proactive processes in place to monitor opportunities for cost reduction and plan outcome improvements.
Help employers attract and retain the best talent.
Our Process
We meet with the Plan Sponsor to learn more about their plan. We prepare a complimentary analysis to benchmark fees (recordkeeping, advisory, funds), investment options, fiduciary documentation, and the education program.
Our complimentary analysis has resulted in:
- 20% Average Advisory Fee Savings
- 30% Average Recordkeeping Savings
- Formalized Committee Meeting Minutes & Documentation of Processes
- Annual Fee Benchmarking
- Quarterly Investment Monitoring & Due Diligence
- Education Program for Employees: Helps employees understand their 401(k) plan and financial planning topics
Elevate Your Retirement Plans
Connect with one of our top-awarded retirement plan advisors today.
