We set-up and maintain low cost 401(k), 403(b), or other employer sponsored retirement plans that offer a large variety of investment options to meet our client’s specific needs for their business.

We help business owners and plan participants navigate the many options available to them to fully utilize the tax-advantages and savings opportunities available. Then, we guide our clients through the set up process, assist with transition from an existing plan, and furnish necessary updates to the plan participants.

We strive to provide a range of portfolios that will meet the needs of your plan’s participants while keeping expenses at a minimum. These portfolios empower your plan’s participants to choose a globally-diversified portfolio consistent with Marotta Wealth Management’s investment strategy or to design their own asset allocation from a list of low-cost diversified fund choices.

The Ideal Retirement Plan Advisor

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Our firm decided to become a 3(38) investment manager because playing this role offers our clients administrative relief. By taking on the role of a 3(38) adviser, we accept responsibility for selecting a prudent investment strategy.

Every Business Should Start a 401(k)

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The president’s hope to restrict the plans should actually make owners more interested in creating one.

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