401(K) PLANS & RETIREMENT BENEFITS
VisionTree Financial Advisors is available to serve as the investment advisor for your company’s 401k or other retirement plan.
We have partnered with several institutional custodians and and select third party administrators to offer an open architecture 401k record keeping platform. Our platform features affordability, transparency, investment flexibility, onsite education of participants, a high level of customer service, and ease of use.
We understand fiduciary requirements and help you stay in compliance with new Department of Labor rules. In addition to providing counsel on the administration side, VisionTree has access to thousands of investment vehicles for your 401k, including low cost index funds, no-load mutual funds, and popular target date funds. As the plan’s investment advisor, we work with plan sponsors to customize a suitable menu of investment options.
Once your plan is in place, we create a user-friendly website to help employees and participants manage their plans. The website allows employees to view and control many aspects of their account, such as:
- Viewing account balances
- Transferring funds
- Requesting distributions
- Changing allocation of existing and/or future contributions
- Viewing educational investment materials
