Retirement plans are complicated.

We make the process simple.

401(k) providers come in two basic types - bundled or unbundled. Bundled (or "full-service") providers deliver all of the administration services a retirement plan needs - asset custody, participant recordkeeping, and Third-Party Administration (TPA) - while unbundled providers must ally with at least one other firm to deliver all of the necessary services.

Consult 401(k) is a bundled provider. That means we are the only company you need to hire to offer a plan to your employees unless you also want a financial advisor for investment advice.

Why Choose Us?

Our passion is assisting you with a retirement plan design that exceeds the expectations of both your company and your employees. We adhere to a fiduciary standard of care while recommending a diversified blend of investment options and offering continued support and education to your employees. Most important, our guiding principles are transparency and simplicity because we know 401(k) confusion often leads to lower investment returns for plan participants and unnecessary time and expense for business owners. 

Please feel free to contact us with any questions or comments you may have - we would love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.