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Oakwell 401(k) Plans

Better retirement planning for you and your business.

Process-Driven 401(k) Plans

If your plan is outdated or poorly rooted, you may be paying startup pricing, exposing your firm to compliance issues, or leaving value on the table. Our experience with small businesses, medical corporations and professional firms has shown us how process-driven 401(k) solutions can plant the seeds of success for your company and employees. Our experts will go through the Oakwell 401(k) Plan process to make sure your plan is exceeding the expectation of both employer and participants.

Expert Guidance & Evaluation

Make your business more competitive in a tight labor market and keep your firm out of compliance trouble. As your dedicated employer plan advisor, we will conduct benchmarking to understand the appropriate fees, evaluate your current plan to identify “broken” areas, and recommend ways to improve the value of your plan.

More Value, Less Work

Reduce your expenses and enjoy better-performing investment options while removing many of the headaches of plan management. Your Oakwell team will help mitigate investment liability and provide a plan structure to maximize benefits to both owners and employees. Partner with us for the confidence that you are getting the most value out of your company plan.

Proactive Retirement Plan Management

Climb to the canopy of financial success with tax savings, better employee recruitment and retention, and more. Unlike most advisors, our team will regularly review the funds, models, plan design and overall plan health with your sponsor to help reduce your expenses and provide more value through better-performing investment options.

Employee Education

Help employees prepare and save for retirement.

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Vendor Selection

Access reputable providers like Schwab, Fidelity and T. Rowe Price.

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Third-Party Administration

Partner and recommend the top TPAs to drive the best results possible.

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3(38) Investment Fiduciary

Leverage our investment committee, consultants and technology.

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Onsite Service

Have your plan questions answered during our biannual visits. 

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Custom Plan Design

Find a 401(k) plan that best fits your company's needs.

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Fix Your 401(k) Today

Get started with a consultation today. We look forward to meeting you.

Get Started With a Consultation