Solutions for your Employer-Sponsored Plan

At nVest Advisors, we don’t approach your company’s plan needs with cookie-cutter solutions. Every company is unique.

That’s why we partner with several different investment plan vendors and platforms: to give our clients a wide range of possible choices in terms of plan type, employer cost, oversight and recordkeeping, and third-party administration. And as a full, legal 3(38) ERISA fiduciary, we’ll sort through them to give you the solution that is in your company’s (and employee’s) best interests. We promise!

Whether you want a benefit that runs itself and costs your company nothing, seek an all-in-one solution for the plan’s tax and legal requirements, or want to select your own recordkeeper and TPA, we have solutions that work. Let us show you, impartially, what will work best for your company and your employees:

Low-Cost, Low-Effort Plan Options (Fiduciary Advice & Custody) (No recordkeeping or 3rd-party administration required.)

  • Payroll-Deducted IRA
  • SEP IRA
  • SIMPLE IRA
  • Owner-Only 401(k)

Lower-Cost, All-In-One Plan Options (Fiduciary Advice & Custody, recordkeeping and 3rd-party administration.)

  • 401(k)
  • 403(b)
  • Cash Balance Plans
  • Safe Harbor 401(k)

Larger Plan Service (Fiduciary Advice & Custody, with separate recordkeeping and 3rd-party administration.)

  • 401(k)
  • Profit-Sharing
  • 403(b)
  • Non-ERISA 403(b)
  • 457
  • Cash Benefit Plans
  • Defined Benefit / Pension Plans
  • Many more with significant customization

Have questions? Want a competitive bid? Let’s connect.