For Business
401k Plans and Participants
401(k) Plans- Attention to your participants is the key.
Imagine only needing to tell your 401(k) advisor when you hire a new employee and they take it from there. You have enough to do—let NorthStar Financial Partners help you to an excellent 401(k) Plan!
Individual Attention
It is almost unheard of but true — our advisor takes the time to personally go through enrollment with each new employee! ... learn more
Investment Models
What is the difference between offering investment models in your 401(k) plan and investment company target-based accounts? ... learn more
Attention to Detail
Here are some questions to ask when reviewing your 401(k) Plan for quality service ... learn more
Plan
We listen to your goals, discuss your unique situation, and work with you to lay out a financial road map.
Invest
Having a road map is a good start, but you need the right vehicle to take you to your destination. Our investment vehicles are tailored to your plan.
Review
Every road trip has unexpected detours. We regularly review your plan and your investment vehicles to help you reach your destination.
Here are some additional ways your NorthStar Financial Partners advisor can guide you:
401k Plans: Plan Sponsors
Other Retirement Plans
As part of our commitment to educating clients on financial matters, we’re proud to provide helpful articles and resources to help you expand your professional knowledge and achieve success for your business.
