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Our 401(k) Services

401(k) Services in Hagerstown & Frederick, MD

In this day and age, an attractive 401(k) plan can greatly increase your chances of gaining — and maintaining — the best and the brightest staff.

While most employers and advisors assume a one-size-fits-all approach to 401(k) plans, we believe a strategic, holistic mindset is crucial when deciding how to structure and present this critical component of your employee’s future.

What To Expect


To start, we want to know all about your business. We’ll start from scratch by getting to know you, your business and how you are currently handling your Fiduciary obligations with your current 401(k).


Once we have a good understanding of who you are and what you’re looking for, we’ll shop the marketplace to provide you with a wide range of options. We call this our Fiduciary Risk Review.


After we explore these choices, we’ll discuss potential avenues for you to take. Depending on your preferences, we will make any necessary adjustments to put your plan in place as quickly and seamlessly as possible. We provide ongoing service to you and your employees by providing semi-annual Fiduciary Plan Reviews, Lunchbox Money Lesson webinars and Retirement Gap projections annually to each 401(k) customer.

Find Out How Your Company's 401(k) Plan Compares to Others

Schedule a Fiduciary Risk Review

What It Costs

Learn about our 401(k) solution fees.

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Schedule some time to meet with us.

Schedule a Meeting