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.”
“Of all the vendors we've used, OctaveWealth is the only one we haven't thought about switching. They are truly a great partner.”
We'll setup, manage and take liability for your 401(k), so you can focus on growing 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
![Screenshot of an OctaveWealth feature](/_next/image?url=%2FhowItWorks-1.png&w=1080&q=75)
Clear, affordable pricing. No predatory fees.
401(k)s don't have to be expensive.
Automated administration, custom plan design & a dedicated account manager to monitor your plan.
What's included
- Full Service 401(k)
- Automated Administration
- Dedicated Account Manager
- 3(16) and 3(38) Fiduciary
- 360 Payroll Integration
- Employee Education
- Personalized Financial Advice
- Low-cost ETFs & Mutual Funds
- Employee Onboarding & Notices
Additional employee fees: 0%
Many 401(k) providers deduct investment fees from employee funds that erode growth. A typical employee contributes $10,000 to their 401(k) each year. Over 20 years, a 0.50% annual fee would cost an employee $1,000 a 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).