Independent · Transparent · Fiduciary

401(k) & Pension Consulting

401(k) & Pension Consulting

Investment Solutions for Your Employees

Investment Solutions for Your Employees

There are many different ways to set up a 401(k) plan for your employees. Whether you are a large business with a legacy plan or a small business exploring the creation of a new plan, our team can help.

For companies with existing plans, we provide benchmarking services to review and analyze the current plan to determine if it aligns with the size of the business – Is it too expensive? Are the investments appropriate for employees?

For small business owners, sole proprietors, or those without a plan, we assist with the design and implementation of the plan.

We are full service and work closely with investment committees and plan trustees to coordinate regular, ongoing plan reviews, as well as assist with the ongoing monitoring of plan investment choices, making recommendations for changes as needed.

We work with teams to develop a formal Investment Policy Statement for the plan, and ensure compliance by educating clients on industry best practices and fiduciary responsibilities.

Ambassadors of Excellence

Schedule a 401(k) consultation with a member of our team.

Portfolio Management

Our proprietary process allows us to make better decisions while managing our clients’ wealth for long-term capital appreciation and protection of wealth.

We start with a data-driven macroeconomic understanding of where the domestic and foreign economies are within broad economic cycles, buttressed by independent, unbiased, and unconflicted data from multiple sources.

Our portfolios are managed with a blend of strategic and tactical asset allocation and customized to fit each individual client’s financial situation, balancing risk-efficiency, fees and expenses, liquidity, and transaction costs.

Financial Planning

There are many life moments to consider when financial planning – new business, retirement, education and more.

We work with our clients to understand goals, analyze net worth and cash flow, and develop techniques and strategies for everything from estate planning to retirement and income tax reduction.

We take a holistic approach to provide clients with comprehensive planning to meet their future, and evolving needs. As a boutique advisory firm, we take the time to get to know our clients, to understand their existing financial situation and their vision for the future.

Experience the Harvest Difference

401(k) plan management and benchmarking for businesses of all sizes.

401(k) plan management and benchmarking for businesses of all sizes.

401(k) plan management and benchmarking for businesses of all sizes.