401(k) Plans for Business
Annex Wealth Management’s 401(k) Services Team provides comprehensive care to those serving in the challenging role of ERISA fiduciary. We can provide 401(k) investment guidance to your entire team.
We offer investment management aligned with Annex Wealth Management’s Investment Policy Committee, and service supported by Annex seasoned financial professionals.
Fiduciary Advisor
We provide either 3(21) or 3(38) investment advisory services depending on your preference. Our advisory fees are transparent and structured to accommodate your unique needs. No matter which service model you choose, our investment management team leverages third-party software to make the fiduciary due diligence process straightforward and easily documented.
401(k) Participants Will Receive
- Individualized financial counseling and investment advice.
- Access to an Annex financial professional web meeting, phone, text or email.
- Topical video education customized to the unique needs of your workforce.
- 401(k) participant landing page with ongoing relevant content updates.
- Informative and educational 401(k) participant landing page provides insights and help for complicated industry jargon.
No Quotas
You appreciate straightforward prices and communication. At Annex, you’ll understand what you’re paying for and the services you’re receiving in exchange for that compensation.
We’ve built a reputation for attentive listening, deep understanding of challenges, legal requirements, and working to help reach your goals.
Plan Decision Makers Will Receive
- No-strings advice on critical decisions, like which record keeper and record-keeping arrangement is best equipped to satisfy your unique needs.
- A documentable process to satisfy the requirements of your investment policy statement. Managing a retirement plan that does what’s best for your employees isn’t just a positive goal – it’s what the government requires. We’ll help you fully understand and carry out what’s required.
- A secure online document storage portal for maintaining vital plan documents and required disclosures.
Get Started
Choose the best option for you:
Get to Know Us – Introductory Phone call (30 min)
Let’s Meet Securely Online (60 min)
Let’s Meet in the Comfort of Your Office (60 min)
Annex Wealth Management is not a law firm and our employees are not acting as your attorney. We do not provide legal advice or draft legal documents. The information contained on this site is general and should not be construed or used as a substitute for legal advice. The law differs in each legal jurisdiction and may be interpreted or applied differently depending on your location or unique situation. You are encouraged to consult with your attorney for legal advice and services.
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