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.
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.
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.
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.