Want to set up a 401(k) plan for your business or improve the one you have?

A fiduciary financial advisor can save you time and money

Want to set up a 401(k) plan for your business or improve the one you have?

A fiduciary financial advisor can save you time and money

OPTIMIZE FUND LINEUP

IMPROVE PLAN DESIGN

EDUCATE PARTICIPANTS

What you don't know could be hurting your retirement plan

  • High fees could be reducing your retirement savings
  • High fees could be reducing your retirement savings
  • Low participation could force employees to work longer, increasing costs of health care and other benefits

  • Do you understand the roles and fees of your service providers? (Third-Party Administrator, Recordkeeper, Custodian)

  • Features like auto-enrollment and auto-escalation can help employees save faster

Work with a 401(k) advisor so you can focus on your business

Focus Areas

We understand selecting service providers can be confusing

We get it, because we're business owners too. We know evaluating 401(k) providers and choices can be overwhelming. But it doesn't have to be.

Our experience helps us to deliver better solutions in less time. Our fiduciary advisors can help you to set up a new 401(k) plan or improve an existing plan. Bring us in to work with your existing services providers (e.g. payroll company, administrator, recordkeeper) or, if needed, we will recommend service providers that are a good fit for your business.

Because every business has different needs and requirements, we create a customized proposal for your company.

  • Improve plan performance
  • Reduce costs
  • Prepare employees for retirement

A Majority of Plan Sponsors Don't Think Participants Save Enough

We Can Help Optimize Your 401(k) Plan

Find out if your 401(k) plan is best serving your business and its participants.

401k Webinar

Hire a fiduciary, not a broker

  • Transparent advisory fees

  • We never receive commissions or hidden fees from investment funds
  • Always working for the best interests of your plan, trustees, and participants

  • We can work with a variety of service providers (Paychex, ADP, Fidelity, Schwab, TD Ameritrade, Vanguard, etc.)

As an independent, fiduciary advisor, Runnymede Capital Management has a fiduciary responsibility to act in your best interests and help you manage your duties as a plan sponsor.

Employers hire us as a specialist advisor to their company retirement plan to review and optimize the investment lineup and provide unbiased advice to plan trustees and participants.

We save you time and effort in administering your retirement plan – allowing you to focus on running your business.

Fiduciary Services

Service Level 1 – You may appoint Runnymede as a 3(38) investment manager granting the advisor discretion to make fund decisions. The plan sponsor has less liability under this arrangement, because the fiduciary risk for investments has been put on the advisor; however, the employer still carries a fiduciary duty to monitor the advisor.

Service Level 2 – You can appoint Runnymede as a 3(21) investment advisor, where the advisor serves as a co-fiduciary, providing advice to the employer with respect to funds on a 401(k) investment menu, and the employer retains the discretion to accept or reject the advice.

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How to Start the Process

1. Schedule a Call

Start with a no obligation call so we can point you in the right direction.

2. Listening Session

We'll bring in a retirement expert to listen to your needs and objectives.

3. Create a Proposal

You'll receive a custom proposal for your company retirement plan.

Our Firm

As a fee-only advisor since 1993, Runnymede’s priority is to do the right thing for its clients. Our goal is to deliver personalized advice, planning, and investment management to meet your goals and objectives. Runnymede offers well-researched investment strategies that emphasize long-term growth and asset protection.

Accolades