401(k) Services

The evolution of 401(k) plans. 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. To that end, we are proud to make available our solution, representing the evolution of 401(k) plans.

Program highlights include:

• As part of our team approach, Jennings Financial Planning and BAM Advisor Services serve as ERISA 3(21) and 3(38) advisors respectively. This takes the liability for investment selection and performance monitoring off of the plan sponsor.
• We offer secure access to institutional investment vehicles that are not widely 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.