Rebalance can slash 401(k) fees by over
50% for you and your employees!

You’ve built your business and through hard work made it grow. But growth can bring financial complexity, like managing a 401(k) for you and your employees. At Rebalance, we can help take care of the complexities of success, freeing you up to take care of doing what you do best, and saving you time and money in the process.

We help business owners like you maximize your retirement money by providing turn-key solutions for your office’s 401(k) that can reduce fees as much as 50% or more. But we don’t stop there. Our team of Ivy League investing experts not only gets your 401(k) working harder for you and your employees, but we manage all of the administrative complexities as well.

Giving you the time and peace of mind to focus on building your craft, building your business and most importantly, building the wealth you deserve.

Rebalance can help small businesses reduce 401(k) fees by 50% or more. Get in touch 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 our 401(k) Strategic Partners


EPIC Retirement Plan Services serves banks, advisors, TPAs and other financial institutions by offering a full suite of custom-tailored retirement plan solutions. Founded in 1993, EPIC is a retirement plan service provider dedicated to meeting the recordkeeping, administrative and actuarial needs of an ever-evolving retirement plan marketplace. EPIC serves more than 220,000 participants and has over $15.4 billion of defined contribution assets. EPIC provides Rebalance clients with real-time access to their retirement account and round the clock customer service.

Charles Schwab

With $3.7 trillion client assets, and a team of over 20,000 people strong, Charles Schwab is one of the world’s leading investment management companies. We are proud to provide Rebalance clients with Charles Schwab’s asset custodian services for their retirement investments.


The Vanguard Group is one of the largest investment management companies in the world with over $5.3 trillion AUM (Assets Under Management). Vanguard was founded in 1975 by the late legendary creator of the index fund (and friend of our firm) John Bogle. Vanguard is renowned worldwide as an industry leader in low-cost investing and a steadfast advocate for the interests of all investors. Rebalance harnesses Vanguard’s low-cost index funds for our clients’ retirement investment portfolios.

401(k) Small Business Blog

All the Ways You Can Mess Up Your 401(k)


Workplace retirement plans get a lot of bad press, primarily small company plans loaded with high fees. But, truth be told, 401(k)s have been a boon to millions of Americans with access to them. In total, 55 million savers held… Continue reading

401k retirement

The Basics of 401(k) Retirement Planning


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

Finding Investment Advice for More Modest Retirement Accounts

Finding Investment Advice For More Modest Retirement Accounts


If you’re perfectly capable of running your own retirement savings, selecting the right mix of low-cost investments, rebalancing at the right time and not buying and selling out of fear or greed, then good for you. But the majority of people… Continue reading


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