our approach
Customized Solutions
Customized Solutions
Customized Solutions
From the way we communicate, to our open investment architecture, we provide solutions that are tailored to each client to meet their individual plan goals.
Fee Transparency
Customized Solutions
Customized Solutions
As Fiduciaries, we promise to disclose any and all fees with our clients upfront.
Open Communication
Customized Solutions
Open Communication
We help participants understand their plan and plan sponsors understand all of their options. It takes honest communication to craft a successful and cost effective solution for your company's 401k needs.
Unmatched Support
Customized Solutions
Open Communication
Our advice is always available. Whether it's the first time we meet, during the planning process, or long after successful implementation, we will be there to help our clients reach and maintain their company plans "optimal" potential.
What We Do
Arsenal 401k Advisors is a registered investment advisor business that's focused solely on providing small businesses, corporations, and organizations with the following:
- retirement plan consulting
- plan design
- participant services
We are committed to true open investment architecture, innovative plan design, total fee transparency, leading-edge technology and a “white glove” service model.
our customized solutions
401k Plans
Want to start a plan, looking for a new home for an existing one or looking for greater efficiencies we do it all! We love helping employers with 50 or less employees!
New Plans
SECURE 2.0 tax credits have made the cost of starting a plan nearly cost free to the employer for the initial years depending upon the dynamics of your employee base. Reach out to us for a free consultation for more information!
Existing Plans
We often hear from employers that they don't ever hear from their plan advisor. Reach out to us for a free benchmarking to see how we can help improve your plan including hearing from us throughout your Arsenal 401k experience!
Multiple Employer / Pooled Plans
We've offered MEPs for our entire firm existence (over 10 yrs) as they are often a great way to offer more plan options for less through the power of economies of scale. We're experts in making MEPs and PEPs work for our clients!
Solo 401k / SIMPLE / SEP Plans
Yes, we do very small plans (solo) and ones that are like a 401k but aren't for reasons that fit your needs!
Solo 401k
If it's just you, or you and your spouse, you can still enjoy the power of a 401k. Selling your business may be part of your retirement plan but diversifying your assets by saving -either pre-tax or ROTH - may be a tax efficient way to make your future happen with greater confidence!
SIMPLE IRA
Not yet ready for all of what a 401k offers? That's ok, a SIMPLE IRA may be a great way to get started with less moving parts. Contribution limits are still quite high AND your employees can still "pay themselves first" by payroll deduction!
SEP IRA
Sometimes your business only needs to be the one contributing and that's where a SEP IRA shines. We can work with you to make your SEP turbo-charged by aligning your employees with your business profitability - it can be a beautiful way for everyone to win!
All Arsenal 401k solutions are independently sourced and in doing so we put our client's interest at the heart of every solution.