our partners

Meet Rebalance’s
Better K partners

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.


EPIC Retirement Plan Services serves financial institutions by offering a full suite of custom-tailored retirement plan solutions. EPIC provides Rebalance clients with real-time access to their account and 24/7 customer service.


The Vanguard Group is one of the largest investment management companies in the world. Rebalance harnesses Vanguard’s low-cost index funds for our clients’ retirement investment portfolios.


Rebalance is regulated by the U.S. Securities and Exchange Commission (SEC) as a registered investment advisory firm. We have partnered with Waller LLP, a successful, multi-dimensional firm with a long history. As SEC regulations continue to evolve, Waller stays in step with the changes and ensures that Rebalance continues to maintain strict compliance guidelines.

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

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