401(k) Plan Management

Small-business owners understand the value of a sponsored 401(k) plan. Not only are these accounts an important tool in retirement savings for you and your employees, they can also help attract and retain the best employees.

Bernhardt Wealth Management relieves you of the responsibility for constructing and monitoring your company’s plan portfolio while providing you with much-needed fiduciary protection. Serving as your plan’s Fiduciary Advisor we guide you through a process based on industry best practices which includes periodic review meetings with the plan’s trustees and one-on-one advice for participants.

You can relax knowing that experienced retirement planning professionals are managing the details and assuming the fiduciary risks of administering your 401(k), freeing you up to focus on your business.

Through the Advisors Access 401(k) Program, we offer four key advantages for your plan and its participants:

  • Professional Advisor-Managed Portfolios
  • Access to the highly regarded, institutional mutual funds Dimensional Fund Advisors (DFA)
  • Fiduciary Liability Protection
  • Fee Transparency

Watch the PBS Frontline Documentary The Retirement Gamble.

Review this brochure to discover A Better Way to do the 401(k).