EMPLOYER RETIREMENT PLAN MANAGEMENT, MADE HASSLE FREE.
Are You Lookingfor Wealth Management Services?
How Do We Serve Our Clients?
We continuously monitor your investment performance.
Selecting and managing the appropriate investments offered through your plan is a serious fiduciary task.
As your Fiduciary Advisor, we’ll research your goals, recommend appropriate investments, and optimize your investment menu on a regular basis.
We'll lend our retirement plan expertise.
You’ll receive the advice that you need, right when you need it most.
You’ll have a dedicated Point of Contact who can answer any complicated questions or guide you when you’re feeling lost in 401(k) plan options and piles of paperwork that you don’t understand. With expert counsel, you can maintain ERISA, DoL, and IRS compliance.
We help your employees understand their options.
We’ll teach your plan participants to understand their options, benefits, and how to make changes.
Our experience in comprehensive wealth management services increases the value of our participant education.

How We Serve Our Clients?

ERISA 3(21) AND 3(38) PLAN FIDUCIARIES

EMPLOYER & EMPLOYEE EDUCATION

INVESTMENT
MANAGEMENT
You’re in GOOD Company
Manage Your Risks by Reserving a
COMPLIMENTARY 401(K) Plan Review
with Prosperity 401(k) Advisory services

401(K) Efficiency

Pass Nondiscrimination Tests

Seamless Participant Experiences

Lower Taxes
401(K) KNOWLEDGE CENTER
The Best Kept Secret to Retain Top Executives (Hint: It’s not your 401(k))
The most challenging aspect of running your business today is key employee retention. How do I keep my top executives happily employed and prevent them from leaving for another job? That is the million-dollar question that we, as owners, face every day. There are...
Are You Maximizing the Power of Profit-sharing?
What is Profit-sharing? Profit-sharing is a type of defined contribution retirement plan that allows employers to share a pre-tax percentage of their company’s profits with employees. They are popular with business owners because of their flexibility. The...
CalSavers: What You Need to Know
There’s long since been a coverage gap in the retirement industry, especially when it comes to small businesses. In fact, according to LIMRA, only four in ten small businesses offer any type of retirement benefit to employees. As a result, too many Californians are...