401(k) Plan Administration

by CoreTactic Strategies

Going beyond the traditional 401(k) investment lineup to offer something truly different.

And we'll explain exactly how. Contact us Today. 

OUR PLAN SERVICES

We help employers design, implement, and service a top tier 401(k) plan (including profit sharing) that can incentivize employees, retain top-talent, and provide opportunities for owners and employees to maximize their retirement savings contributions.

OUR
APPROACH

We utilize the CoreTactic Strategies models as the default investing framework for all participant accounts. Participants can opt-out and choose to invest in either target date models, or create a custom portfolio comprised of individual securities of their choosing.

DEDICATED
PLAN ADVISOR

Every employer is paired with a dedicated 401(k) specialist and participants have access to a Certified Financial Planner™ professional year-round.

SERVICES FOR PARTICIPANTS

We provide holistic financial education and investment training for each participant so you can focus on the business and not the 401(k) plan.

Educate

ANNUAL TRAININGS

Covering a variety of investment and financial planning topics. We offer this annual training via webinar or at your office.

Engage

ONE-ON-ONE's

After every annual training we sit down with those participants to help them address any investment or financial planning questions they have.

Empower

INVESTMENT MANAGEMENT

Professional investment management as the default investment option for those who choose, and all at no additional cost.

GETTING STARTED

We make getting setup with a 401(k) simply and easy. Plus if you are starting a new 401(k) plan your business may receive tax credits and deductions for doing so. Schedule a 15 minute consultation below to get learn more. 

PLAN DESIGN

Step One

Plan Design Meeting

IMPLEMENT

Step Two

Implement Plan at Provider

ENGAGE

Step Three

Offer to Participants

INVEST

Step Four

Invest Portfolios!

Let's have a conversation. It should only take about 15 minutes.

PHONE
EMAIL
HOURS

720-619-1991

Mon - Fri: 8am - 6pm

​​Saturday: Closed

​Sunday: Closed

Evergreen, CO

Centennial, CO

Waterford, PA

Atlanta, GA

CoreTactic Strategies may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. CoreTactic Strategies is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. CoreTactic Strategies is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

 

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