401k - Gainplan
Gainplan is a strategic partner for your organization and its employees
Gainplanners are passionate about your retirement plan. Our team of planners, advisers, and researchers will give you thoughtful, direct advice to help you establish a 401(k) plan with the flexibility to grow with your company. We'll ensure that your plan stays in compliance and you will have the right strategic partners in place for success.
Our team will help you select and manage the best providers for your plan.
The world of Retirement Plans is intimidating. That is why it’s best to work with experts in the field. Gainplan will help you navigate your options. We will work together to decide everything from where your 401(k) plan should be held and who should keep the records; to how complex your plan design should be and everything in between. We won’t stop there either. We will continue to work with you to manage those relationships and ensure that you are always offering the best retirement plan for your employees, yourself, and your business.
Let's Talk About 401(k) Plans
Our goal is to help you offer your employees a retirement plan that will give them the ability to reach their retirement goals.
Did you know that you are a fiduciary for your 401(k) plan? Do you know the responsibilities that come with that role? Most advisors will not operate as a co-fiduciary with you. At Gainplan we are different. We understand and embrace our role as co-fiduciaries. We vow to never take a commission from any 401(k) plan. This allows us to truly sit on the same side of the table as you, the plan sponsor. We will work side by side to keep your plan in compliance while keeping the best interest of the participants at the forefront.
Gainplan provides practical financial advice that will help your employees reach their retirement goals.
Most investment advisors offer basic employee education for your retirement plan often conducted by an inexperienced associate. Gainplan takes employee education to the next level. A CERTIFIED FINANCIAL PLANNERTM professional will conduct all employee education meetings. Rest easy knowing that you are receiving sound retirement advice that is always in your best interest.
Lets Talk About Professional Education
Meet and Gather Facts	
Tell us about your company & employees
Review your organization’s current retirement plan and goals
Help you define your goals and fiduciary role
Understand what’s important to your company and employees
Assess current retirement savings plan
Describe how we work together
Provide all plan documents:
Statement of plan assets
Provide in-depth assessment of current plan
Brainstorm as a team to offer solutions
Provide strategic Plan design options
Commit to implementation process
Engage employees and keep them informed
Illustrate plan design recommendations
Implement conversion strategy
Provide timeline and tactics
Communicate changes and updates
Uphold fiduciary responsibility
Proactively monitor your retirement plan
Objectively provide administrative assistance
Track and communicate recommended plan changes
Continuously improve and educate to better serve you
Insights from The Gainplaners
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In our previous “Insights” blog, we provided a basic understanding of the Federal Reserve Bank and its objectives. As you recall, the two main objectives are stable price growth and full employment. Taken together, the Fed (with an appropriate monetary policy) may be able to effect and promote sustainable economic…