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401(k) Plans

GFG is playing the role of disruptor in the 401(k)/403(b) marketplace. Active(k) is an independent 401(k)/403(b) platform created by Greenbush Financial Group, an SEC registered investment advisory firm, with the purpose of providing companies with a high quality, high touch employer sponsored retirement solution at a reasonable fee. Active(k) includes;

  • Third Party Administration,
  • Daily Valuation Recordkeeping, and
  • Investment Advisory Services.

If you like working with your current TPA firm, keep them. The Active(k) platform is designed to allow plan sponsors to continue using the TPA firm that they know and trust.

What makes us different? In addition to providing plan participants with access to an open architecture menu of no-load mutual funds, we also provide plan participants with direct access to professional actively managed portfolios, and self-directed brokerage accounts. We not only provide on-site semi-annual employee education meetings but we go one step further and provide participant level investment advice.

Active(k) also places an overemphasis on:

  • Custom Plan Design
  • Competitive Plan Fees
  • Participant Level Investment Advice
  • Co-Fiduciary Investment Services
  • Headache Free Administration
  • No Call Centers

Please feel free to reach out to our Active(k) team to request a meeting to run a side by side comparison of your current 401(k) plan versus our Active(k) platform.

Contact GFG About Active(k)

Investment advisory services offered through Greenbush Financial Group, LLC. Greenbush Financial Group, LLC is a Registered Investment Advisor. Securities offered through American Portfolio Financial Services, Inc (APFS). Member FINRA/SIPC. Greenbush Financial Group, LLC is not affiliated with APFS. APFS is not affiliated with any other named business entity. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.