Rebalance's Small Business 401(k) Plan

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

We help business owners like you maximize your retirement money by providing turn-key solutions for your business’s 401(k) plan that can reduce fees as much as 50% or more, potentially improve investment returns, and reduce risk.

Some benefits of Rebalance’s Better K:

Ivy League investing experts set your plan on course
Up to 50% (or more) reduction from what you are currently paying in investment fees
Potential to improve investment returns while reducing personal risk
Unbiased, fiduciary caliber advice specific to your needs
All administrative complexities managed by Rebalance’s team
24/7 access to retirement accounts via user-friendly and curated platform
Less time worrying about retirement = more time to focus on building your business

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 Rebalance'sPartners

EPIC

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.

Vanguard

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.

Rebalance 401(k) News

Rebalance’s Better K Launch Highlights How 401(k) Admin is Changing

by The Rebalance Team

In just the past week, three companies of widely varying sizes introduced new products aimed at the retirement market, demonstrating the growing trends of personalized financial planning and providing capabilities (and pricing) previously reserved for larger 401k plans. Innovation in… Continue reading →

The Dental 401(k) Plan

by Mitch Tuchman

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 →

The Basics of 401(k) Retirement Planning

by Christie Whitney

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 →

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