401k Advisory & Employer Retirement Plan Management
Why Choose OneSource for
Your 401(k) Management?
Managing a 401(k) plan is a significant legal and administrative burden. Since 2010, OneSource has helped businesses navigate these complex regulations with our R.I.G.H.T. strategy: Retirement Intelligence and Guidance that’s Holistic and Transformative.
As an unbiased, fee-only advisory firm, we partner with you to:
- Mitigate Fiduciary Liability: We shift the legal burden away from your organization, protecting you from lawsuits and costly compliance errors like missed 404(c) elections.
- Optimize Investments: We conduct an unbiased analysis of your current plan to uncover hidden fees and introduce highly cost-effective, diversified investment options.
- Attract & Retain Talent: We design highly competitive retirement packages that serve as powerful recruiting tools to attract and keep top-tier employees.
Get the peace of mind you deserve. Protect your business and empower your employees with a simple, unbiased plan review today.
Our Benchmarking & Provider Searches
To fulfill fiduciary best practices, you should benchmark your 401(k) plan against industry averages every three to four years. OneSource Health & Wealth Management simplifies this process by soliciting competitive bids from major providers to deliver a comprehensive, side-by-side analysis of your current plan. By objectively comparing services, investments, and fees, we provide the clear data and expert guidance you need to make informed decisions and optimize your retirement plan's effectiveness.
ERISA Fiduciary
Under ERISA, plan sponsors are personally liable for the decisions they make on behalf of plan participants. A retirement plan adviser can help share or even wholly bear your burden by acting as either a 3(21) co-fiduciary or a 3(38) fiduciary. One Source Health & Wealth Management is one of the few registered investment advisers (RIAs) qualified and willing to perform in either of these capacities.