For Business
401k Plans: Plan Sponsors
Your 401(k) Plan design and platform matters!
The right setup can help participation and save you money. Let your NorthStar Financial Partner advisor help take away the complexities and make life easier for you.
Plan Design
When is the last time that you reviewed your Plan Design? ... learn more
Plan Fees
Fees for a 401(k) Plan typically fall into two categories: Plan Sponsor fees and Participant fees ... learn more
Plan Implementation
You have decided to move your 401(k) Plan to a new provider! What are the steps and what is the best way to do it? ... learn more
Investment Platform
What is the difference between offering investment models in your 401(k) plan and investment company target based accounts? ... 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 and Participants
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.
