401k

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401k buttonWiser Wealth Management has partnered with MyUbiquity to offer a variety of small business retirement plans like no other. Our 401k plans focuses on low cost investment options using index funds (ETFs), Wiser Wealth managed risk based index models, onsite employee education and low cost administrative fees.

Employers can choose the “Express K” 401k plan that can be setup in just a few minutes or create a custom plan that takes just a few days to be up and running. Employers can also convert existing plans over to the Wiser Wealth Management 401k.

Wiser Wealth Management shares fiduciary responsibility with the employer in choosing plan features and investment options. Traditional, Roth, Safe Harbor and profit sharing are just a few choices within the 401k plan. Employers can add or subtract from our recommended investment list using virtually any index or mutual fund.

We also provide free model allocations for our small business retirement plans to all of your employees at no cost. They can visit our website any time and take our risk tolerance questionnaire. Once they have their risk tolerance score, it will provide portfolio allocations based on their level of risk.

WISER 401k BROCHURE

My Ubiquity

Wiser 401k Plan Model Portfolios

Click on the links for more information and give us a call at 678.905.4450 or Contact Us.

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