401k

Better K is Rebalance’s innovative 401(k) plan designed to dramatically improve investment options for small business owners and their employees. 

Why We’re Better

Lower fees, highest quality advice and painless administration. We shoulder the complex requirements of 401(k) management for you while providing world-class investment guidance and financial planning to your employees.

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Plan Offerings

Uncomplicate the investment process for you and your team. Low cost, diversified and efficient, our portfolios provide clarity and confidence. Along with great investments, you get timely financial planning and ongoing, personal guidance from qualified pros.

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Our Partners

We work with the biggest firms in the business; Charles Schwab and Vanguard. Trusted names bring the power of scale and deep investing experience. That means your money is safe and your costs are well below industry averages.

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Stay informed with our 401(k) resource library


• Cash Balance Plans
• Fiduciary Checklist
• The Better K Advantage

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Rebalance can help small businesses reduce 401(k) fees by 50% or more. Get started today!

Sign up to chat with one of our investment experts about how Rebalance can help you save money, streamline your business, and build wealth.

    Meet the Rebalance Team

    Two partners, one mission.

    At Harvard, Mitch Tuchman and Scott Puritz were united by an idea that there had to be a  better way to help everyday Americans live well and retire with more. That idea has become their lifelong mission. That idea is Rebalance.

    Meet the Team

    Mitch and Scott

    Three luminaries. A shared belief.

    Burt Malkiel, Charley Ellis, and Jay Vivian are some of the most respected voices in the financial industry. Together they share a belief that everyone, not just the wealthy, should have access to high quality financial services. Naturally, they lead our investment committee. Hear why they joined Rebalance.

    Three Luminaries

    In the News

    View 401(k) News
    Rebalance Tops $1 Billion

    $1 Billion Dollars Is Just the Starting Point

    by

    My firm, Rebalance, recently celebrated a milestone — $1 billion in assets under management. It is an easy figure to misunderstand. The firm is not “bigger” or “more important” than a few years ago. What has changed is that an… Continue reading →

     
    401k retirement

    The Basics of 401(k) Retirement Planning

    by

    The history of the most common American retirement plan — the workplace 401(k) — is long, but the essential idea is simple. Save money today and lower your current income taxes. Put in pre-tax money while you are working and… Continue reading →

     

    The Dental 401(k) Plan

    by

    ABSTRACT Modern 401(k) plans that are a dramatic improvement of past plans have emerged in recent years. These improvements come in the form of reduced fees, higher returns, better risk management and reporting, and valuable educational services for employees and… Continue reading →

     
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