Broker Check

For Businesses

Here To Help Every Step Of The Way.

Running your organization is difficult enough. Let us provide guidance on structuring employee retirement plans and managing funds to maximize returns and utilize your resources for long-term security. We’ll work with you to create a strategy based on your goals and objectives, and we’ll partner with you long-term to help keep you on track with plans designed to benefit both your organization and your employees.

EMPLOYEE RETIREMENT
Focus On Running Your Business,
Not Your Retirement Plan.

Our Networ(k) 401(k) Plan is a collection of single employer-defined contribution plans that, through a pooled arrangement, may share a common plan administrator, named fiduciary, investment menu, plan year, and trustee. It’s designed to reduce your administrative burden, transfer certain risks, and potentially lower your overall plan cost. Participating employers don’t even have to share a common association or industry.

It’s Easy.


Networ(k) 401(k) becomes your 401(k) department, performing the day-to-day administration of the plan. Offloading the administrative burdens of the plan allows you to focus on your business, not the 401(k).

It Offers Protection.


Networ(k) 401(k) handles many of the compliance concerns that come with offering individual plans. Co-fiduciaries serving with you to potentially reduce the occurrence of common errors.

It’s Cost Efficient.


Networ(k) 401(k) pools assets into a single plan, offering cost efficiencies that often aren’t available to smaller plans. You’ll have access to value and services that potentially cost less than what you are currently paying.

INVESTMENT CONSULTING
We Consider Your Security,
Not Just Your Money.

As a fiduciary for businesses and nonprofit organizations, we offer long-term investment consulting and asset management, including assistance with retirement plans for employees such as 401(k)s, 403(b)s, SIMPLE IRAs, SEP IRAs, and other options. We employ a relationship-based, consultative process to our investment management services to ensure personalized service tailored to your specific needs.

EXECUTIVE COMPENSATION
We Can Help You Attract,
Retain, And Incentivize Talent.

Competition is fierce. That means your executive compensation package needs to go well beyond base salary. Let us leverage our experience and expertise to build a package that sets you apart and rewards your most valued team members for their loyalty. Our areas of specialty include:

  • Deferred Compensation
  • Stock Options
  • Concentrated Equity Positions
  • Business Planning
  • Income Planning

You’ve Got Enough On
Your Plate. Let Us Help.

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