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:
INVESTMENT SELECTION
We’re pleased to offer custom guidance on your employer retirement plan investments, helping you make the best choices for your unique situation. Our clients have access to this personalized guidance at no additional cost.
RETIREMENT ROLLOVERS
Don’t leave your retirement savings behind when you change jobs! Rolling over to an IRA offers flexibility, consolidated holdings, continued tax deferral, and a wider range of investment options, with guidance from our experienced team.
BROKERAGE ACCOUNTS
You don’t always have to wait to access your account’s full potential. If your plan offers a Schwab self-directed brokerage option, we can provide advisory services to help you take advantage of investment opportunities.
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.