RETIRE IN A WORLD WORTH LIVING IN
Get a 401k built for you and your team. So you can invest with one goal in mind — maximizing your future.
Individual stock trading
Alternative assets*
Divest from issues like fossil fuels, invest in values like equal pay
A 401K REBUILT FROM THE GROUND UP
We rebuilt 401ks for the modern workforce, prioritizing flexibility, personalization, and impact.
OUR THEORY OF INVESTING
We build adaptive, resilient portfolios that can withstand (and even benefit from) market turmoil.
Your 401k should react as fast as the market changes, and with Arnie it will. Most traditional models only update annually, so you’re stuck with whatever’s in them even if it’s not doing well.
RETAIN & RECRUIT, SImply
Show your employees how much their future matters by offering the 401k designed to target the best possible returns (for them and the world).
“Over 90% of employees say they’d feel more invested in staying with their employer if they offered financial benefits that met their needs.
– Morgan Stanley's 2021 State of the Workplace Financial Benefits Study.
TRULY TRANSPARENT PRICING
A low monthly subscription fee and flat AUM fee that eliminates additional (and often hidden) fund fees.
/month
+ $9/month per participant
+ 0.50% AUM fee
Safe Harbor
automatic
Auto-enrollment
optional
Custom-indexing
ESG alignment and full customization
IRS nondiscrimination testing
Automated payroll integration
Automated
record-keeping & admin
/month
+ $9/month per participant
+ 0.50% AUM fee
Safe Harbor or Traditional
ADDITIONAL FEATURES
Crypto
coming soon
Profit-sharing
Eligibility flexibility based on hours worked
Personalized vesting schedules
Individual Proxy Voting
New Comparability profit sharing
Add custom features to maximize benefits.
Premium plans are priced on a case by case basis. A la carte options are available, so we can help you pick and choose what works for you.
ADDITIONAL FEATURES
Personal Advisory consultant
Company stock
Tracking error customization
Factor tilt towards specific assets
ROBs
Deferred compensation plans
Tax Credits
You may be eligible for a 100% reimbursement for the cost of your plan.