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
- 3(21) 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.