Retirement Plans

Unburdening the busy plan sponsor.

We believe that your well-managed 401(k) plan should receive the same, fresh outlook we bring to our clients’ individual investment portfolios, where mind AND personal meaning are equally represented.

Serving as lead advisor of an expert team, Green Wealth provides an efficient, effective source of collaborative advice for plan sponsors and their participants; access to the same, smart investment vehicles we incorporate within clients’ wealth management portfolios; and transparent, highly competitive total plan costs.

Program highlights include:

  • Green Wealth Management and/or its plan provider team are available to serve as ERISA 3(21) and/or 3(38) advisors in accordance with your plan’s particular needs. If desired, we can take on investment selection and performance monitoring, minimizing or removing ownership and liability from the plan sponsor.
  • We offer secure access to institutional investment vehicles that may not be available on retail 401(k) platforms, including investment options offered by Dimensional Fund Advisors.
  • In an environment of escalating regulatory scrutiny, we provide ongoing professional assistance in interpreting, implementing and monitoring current and evolving fee disclosure requirements.

Would you like to learn more … ?