The 401(k) that
helps you grow

We'll build the 401(k) you need to help attract and retain talent.

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.”

Max Salzberg
·
CEO, BackerKit
·
CEO, BackerKit

“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!”

Tyler Pierce
·
President
·
President
Hassle-free admin
360 Payroll Integration and 3(16) fiduciary services like eligibility tracking, plan compliance, and Form 5500 included.
Powerful Tools
Employees get personalized spending projections, shortfall tracking, and savings advice directly in their account.
Concierge Service
A dedicated account manager will guide you through set-up, seamlessly transfer your current 401(k), and support you and your employees.

We take care of your 401(k) plan so you can focus on your business.

  • 1
    We design your plan & investment menu
  • 2
    We connect to your payroll
  • 3
    We enroll employees & provide financial education
  • 4
    We invest plan assets, which are held at a qualified custodian
  • 5
    We prepare notices & filings that can be sent with one click
Screenshot of an OctaveWealth feature

We help your employees plan for retirement, so they can stay focused and happy.

Professionally Managed
We are a team of engineers and investment professionals. We built portfolio management software for some of the largest asset manager and traded $6 billion daily for the largest pension funds.
Smart Investments
Diversified investments personalized for each employee's risk profile helps them stay invested and save more for retirement.
Investment Fiduciary
As the 3(38) Fiduciary, we select, manage, and monitor the investments with your employee's best interest in mind. We don't engage in revenue sharing with any fund companies.
Employee Education
Employees get live retirement education sessions annually with investment professionals, and have access to retirement planning tools at anytime.

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

Monthly Pricing

$200Base

$9Per Eligible

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).

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