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.

Retirement Plan Sponsors Have A Responsibility To Review Their Plans

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Failure to perform such periodic reviews is a litigatable fiduciary breach.

Marotta Retirement Plans Add Managed Unitized Trust Options

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Being able to lower total fees while investing part of the portfolio in slightly higher cost country specific exchange traded funds and being able to use exchange traded funds with strategic factors and add a monthly dynamic tilt is a significant accomplishment.

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