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We provide premier employee benefits by combining best-in-class technology with specialized investment expertise. Our offering is comprised of two critical components: a modern Company 401(k) Plan and a holistic Employee Financial Wellness Program.


By combining the efficiency of leading retirement technology with our specialized investment expertise, we built a solution for both management and employees. For management, our plans are easy to design, implement and administer with no fiduciary burden. For employees, onboarding is simple, and investments are personalized.

Balancing Rocks

By providing Financial Wellness in lockstep with a retirement plan, we reshape how the average employee manages their personal finances. Without guidance, employees can have high financial anxiety, directly impacting productivity. We focus on changing behavior, building wealth, and transforming financial worry into calm and well-being.

Company 401(k) Plan


Abstract Lines

Retirement Technology

Intuitive, user-friendly platform offers a completely digital experience delivered on the cloud for faster deployment and a more modern experience.

Vegetable Garden

Fiduciary Oversight

Whether acting as your 3(38), 3(21) and/or 3(16), we provide fiduciary oversight to better protect you and your company investments.

Cassette Tape

Payroll Integrations

Integration with dozens of payroll providers to simplify eligibility and payroll processing while taking more work off your plate.

Stock Ticker Board

Investment Selection

We help each employee select personalized investments using an objective-based approach and optimize risk-adjusted return using stocks, bonds and alternatives.



Entirely cloud-based platform with extensive controls: encryption at all stages, constant monitoring, commercial anti-virus tools and strict internal protocols and training.

Tree Pose

Financial Wellness

We use the workplace as the catalyst for employee financial well-being through comprehensive planning focusing on their complete financial picture.


  • Penalty Prevention: exceed state required retirement plan mandates and avoid costly non-compliance

  • Tax Savings: deduct 100% of employer contributions, including those into owner accounts

  • Cost Reduction: cover retirement plan startup costs with tax credits

  • Talent Acquisition: attract and retain the best employees through a commitment to individual financial well-being

holistic financial wellness

1 / Financial Coaching

Empower employees through onsite presentations and meetings to answer questions and provide guidance on the retirement plan, underlying investments, and other personal finance topics.

2 / Financial Planning

Offer employees with more complex situations access to a Financial Advisor to create a comprehensive financial plan to achieve their goals.

3 / Wealth Management

Support senior leaders and their unique needs by providing access to the sophisticated strategies of IIM Private Wealth Management.

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