Some of our Happy Customers
“The investment tools and education our employees get from OctaveWealth is second to none. They have the best platform we have seen.”
“Huge fan of the UI and Support Staff! Setting up was easy vs Vanguard. My employees have all said the sign-up was straight-forward on their end as well!”
We take care of your 401(k) plan so you can focus on your business.
- 1We design your plan & investment menu
- 2We connect to your payroll
- 3We enroll employees & provide financial education
- 4We invest plan assets, which are held at a qualified custodian
- 5We prepare notices & filings that can be sent with one click
Clear, affordable pricing. No predatory fees.
401(k)s don't have to be expensive.
Automated administration and retirement benefit expertise to help you attract and retain talent.
What's included
- Full Service 401(k)
- Automated Administration
- Dedicated Account Manager
- 3(16) and 3(38) Fiduciary
- 360 Payroll Integration
- Employee Education
- Personalized Retirement Planning
- Low-cost Index Funds
- Form 5500 Filings
- Safekeeping of Assets
Additional employee fees: 0%
Many providers charge employees 0.25-1.00% per year in additional fees, which erodes growth. An annual fee of 0.72% would cost over $1,000/year after 5 years for an employee contributing $10,000/year.
Account Protection & Security
OctaveWealth uses state-of-the-art security measures when handling your information. Your sensitive personal information is fully encrypted and securely stored.
OctaveWealth is registered with the Securities and Exchange Commission (SEC). All investments are held in a secure trust in your name with a third-party qualified custodian. Our brokerage partner is a member of Securities Investor Protection Corporation (SIPC), which insures your company's account up to $500,000 (including $250,000 for claims for cash).