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