For Plan Sponsors
Managing your firm’s retirement plan should not be a constant distraction or an administrative burden. Fairview Financial works with your current provider’s services to make the everyday process of running your plan a whole lot easier, cheaper, and more fruitful. Let us help.
Our services include:
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Investment Oversight & Governance
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Plan Design & Transition Support
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Annual Reviews & Competitive Analysis
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Participant Education & Administrative Support
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Fiduciary Documentation & Technology
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Beginning with a thorough examination of how competitive your current vendors are, we work to improve your experience without moving to a new provider
Frequently this choice makes sense in light of the aggravations and disruptions of transitioning to another vendor. Fairview Financial has a great deal of flexibility in assuming the role of advisor to your current plan. With as little irritation as possible, our full-service approach may be the solution your firm needs.
When a new provider does seem to be the best option we recommend a low-cost open architecture approach, where proactive service is paramount.
VANGUARD RETIREMENT
A comprehensive program for 401(k) plans from start-ups to $100 million-plus. It offers low-cost investments, transparent fees, high-quality record-keeping, and participant education.
EMPLOYEE FIDUCIARY
Ultra low cost and reliable service. A prudent choice for start-ups and smaller plans on a tight budget. It offers transparent flat fees, flexible investment options, and dependable record-keeping.
For Plan Participants
Managing your retirement account can be a daunting task. Too often participants are left with a limited range of expensive choices and not enough guidance.
FAIRVIEW FINANCIAL CAN HELP IN THREE IMPORTANT WAYS:
401(k) Account Login
Recommended Resources
Explore the educational resources we’ve gathered below. You’ll find planning tools, calculators, and educational websites for investors of all levels.