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401(k) Plan Design
As an Independent Registered Investment Advisor, Rockbridge plays an important role in developing and servicing retirement plans. Our services include:
Plan Design
- Traditional Profit-Sharing plans
- New Comparability
- Traditional 401(k)/403(b) plans
- Safe Harbor 401(k) plans
- Defined Benefit plans
- Individual 401(k) plans
- SIMPLE IRA plans
Addressing Fiduciary Obligations
- Develop and implement an Investment Policy Statement
- Benchmark total plan costs
- Monitor investment managers
Investment Selection & Monitoring
- Allow participants to effectively diversify their retirement plan investments at the lowest possible cost
- Measure and report performance against applicable benchmarks