Friendly 401k

Empowering employers and employees for financial success. 


Supporting risk mitigation and financial literacy.


Plan Design & Implementation

Plan design revolves around your company’s needs and not the other way around.

Read More →


Investment Selection & Monitoring

Simply put, a retirement plan is only as good as its investment options.

Read More →


Analysis, Benchmark & Modernization

How does your plan stack up to the national average? Are you overpaying or underperforming? Let us help you find out.

Read More →


Participant Support & Education

Your employees are the core element to your organization. Don’t they deserve best in-class support and education?

Read More →


Today’s optimization.
Tomorrow’s success.

What we do today can improve all of your tomorrow’s.


Dedicated to change.

As the world evolved, adaptations were made to adjust from your lifestyle to your business, and towards your employees.

What about your corporate retirement solution? What steps and measures were implemented while the industry developed?

Our dedication to modernization ensures your plan is kept updated and performing optimally.

Take a look at what our plan focus was for the past year.


As Featured On:

USNews & World Report Logo.jpg