401k Management

If you are looking to establish a new 401k Plan or have questions regarding cost, investments, design, etc. on your current plan, Solebury Asset Management, Llc (SAM). may be able to help.

With experience designing, implementing and managing numerous types of plans, SAM can guide you through the process of either full service insurance based plans or convenient payroll based 401k plans.

Regardless, our plans allow you to offer the benefit of one-on-one personal contact between the plan participants and a financial advisor. With the psychological barrier of a faceless, anonymous plan administrator gone, your employees may be more inclined to ask questions regarding investments, insurance, wills, and all the other things important in their personal lives.

Let SAM be your guide with the 401k sponsors and an advocate for your employees.