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.

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.

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.

Stay informed with our 401(k) resource library

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

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.

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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.

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

401k retirement

The Basics of 401(k) Retirement Planning

by Christie Whitney, CFP®

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 take money out later, and pay the income taxes when you take money out in… Continue reading →

What to Do When Your 401(k) Leaves Something to Be Desired

by Scott Puritz

Over the course of a career, the high fees and a lower-quality menu of investment options found in some plans can shrink your balance significantly. Chris Gentry is meticulous about his craft — he’s a professional woodworker at a small company in Brooklyn, N.Y., that makes custom dining and coffee tables, cabinets and interiors. He… Continue reading →

small business retirement plan design

5 Crucial Elements of Small Business Retirement Plan Design

by David Ranney

Business owners often adopt best practices when it comes to a new product or service. They should take the same approach toward small business retirement plan design. It’s easy to assume that all plans are the same. They are not. That’s why design matters. In our experience, no matter the size of your business, there… Continue reading →