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.

Navigating Your Employer Retirement Plan Fund Choices

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Since your employer’s plan usually has the most limited number of choices, pick the best it has to offer that fits with in your over all plan.

Choosing Between Your Employee Retirement Account Options

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Putting all of your retirement eggs in one basket is easy to carry, but risky. Fund your employer’s plan with no more than is necessary to get the match and then fund your Roth IRA and build your taxable savings.

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