“A 401(k) program is a serious responsibility, because it’s all our futures. How do we know we’re getting it right?”
Your management team’s heart is in the right place.
Company sponsored 401(k) plans are now a crucial part of American employee retirement readiness. And it’s the kind of HR benefit that requires professional execution to be meaningful.
- Investment selections that are tuned to your employee realities and promises a reasonable return.
- ands-on engagement for great employee enrollment and retention.
- Keeping focused on investment overhead fees.
As plan sponsor, you want the same institutional money management practices the “big guys” get.
Forté is a Registered Investment Advisor and named ERISA Fiduciary on qualified plans. We’ve been working as 401(k) plan co-fiduciaries with companies like yours since 1996. And our full-service offering is the complete package: one-on-one investment advice, active money management select investment funds with reduced and rebated fees. And, expense insight: investment options are shown “unbundled” so you have clarity about fees charged to the plan.
And you want to keep plan costs under control.
Forté charges no commissions and receives no compensation from investment funds placed in your plan. All “revenue sharing” is rebated directly to the plan. The result: a powerful partnership where we’re able to provide advice to your plan’s trustees and participants, and our interests are closely aligned with yours.