Overview

Imagine a best-in-class 401(k) service platform placed on a foundation of solid investment expertise using a conflict-free fund selection process and you will experience what we believe is the future with the WealthHarbor Select 401(k). Regardless of the size of your plan, you now have the freedom of the WealthHarbor Select 401(k). Traditional 401(k) plans can offer limited fund selection, hidden fees, confusing pricing schedules, and limited fiduciary protection. WealthHarbor replaces these obsolete plans with new technologies that offer fully secure web-based record keeping and administration, conflict-free investment architecture, fully disclosed pricing, plan stability, and fiduciary protection.

The WealthHarbor Select 401(k) is an innovator in its field that is able to provide objective expertise, fiduciary protection on fund selection, customized investment policy statements, participant education, investment advisory services, asset class analysis, portfolio modeling, and annual plan due diligence.