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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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bautis financial secure your castle achieve your dreams

401k Advisory Services

bautis financial 401k advisor

Maintaining an appropriate retirement plan for your company often seems like a daunting task, especially when you consider everything else that goes into running a successful business.  In general, our value added retirement plan services can be segmented into the following components:

Benchmarking Current 401k plan

We benchmark the fees, services and participation metrics of their current plan against similar plans using industry leading research

Performing Plan Design Consulting

Plan design provisions are important because they can make a big difference in whether the plan maximizes the benefits available

Assisting in the Design of an Investment Policy Statement

Plan Sponsors can minimize fiduciary liability by implementing an IPS.  An IPS outlines a detailed, prudent plan of action for the plan’s investment managers and advisors to follow.

Providing Ongoing Plan Reviews

A review of a plan’s operational metrics such as participation levels, deferral percentages, loans, non-discrimination testing, enrollment and communication services

Managing Employee Communication and Investment Education

Ongoing investment education for participants regarding plan options.

Personal Customized Financial and Estate Planning for employees

Education of participants about plan distribution alternatives, retirement cash flow analysis, and whenever necessary consult with retirees regarding investment asset allocation.

Our 401k Advisory brochure can be downloaded by clicking on the image below:   

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Latest Podcasts

The Divorce Money Guide

Episode 139 – The Divorce Money Guide With Tracy Coenen

January 20, 2023 By Bautis Financial

If you suspect your spouse has been hiding or lying about money, this guide will help you uncover the assets and take control of your finances during a divorce.

Accounts to Consider If You Want to Save More

Episode 138 – Accounts to Consider If You Want to Save More

January 13, 2023 By Bautis Financial

Spot ways to save more this year by identifying available savings opportunities and prioritizing across accounts.

Strategies That Allow Companies to Survive and Thrive in a Recession

Episode 137 – Strategies That Allow Companies to Survive and Thrive in a Recession With Irina Poddubnaia

January 5, 2023 By Bautis Financial

Irina Poddubnaia, a business consultant who specializes in operations and processes optimization, shares tips for growing companies that need help standing out — and finding success — in the current market.

More Podcasts

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Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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