why we’re better

Better K is here to help business owners like you maximize your 401(k) plan for a better retirement.

Lower Fees

Up to 50% (or more) reduction from what you are currently paying in investment fees.

Expert Advice

Unbiased, fiduciary caliber advice specific to your needs.

Management & Support

All administrative complexities managed by Rebalance’s team.

Reduced Risk

Potential to improve investment returns while reducing personal risk.

24/7 Access

24/7 access to retirement accounts via user-friendly and curated platform.

Expert Setup

Investing experts help set up your plan to stay on course.

Stress Relief

Less time worrying about retirement = more time to focus on building your business.

Partner with a leader

Preparing your employees for retirement is complex. At Rebalance, our firm manages over $1 billion of client investments, and has extensive experience guiding companies through all types of compliance and regulatory issues. With Rebalance as your partner, you’ll benefit from one-on-one dedicated service, backed by leading technology, to ease the complexity and 3(38) fiduciary aspects of your plan. 

Preparing you for what lies ahead

Ease Complexity

Minimize your workload and reduce your risk. Let us manage the details and guide you through fiduciary responsibilities.

  • Bundled recordkeeping and admin
  • Automated, integrated transactions
  • Compliance testing and more

Plan Flexibility

You want choices to tailor your plan.
We offer you more ways to optimize it.

  • Employer match encourages retention
  • Auto enrollment increases participation
  • Safe Harbor passes most compliance testing
  • Profit Sharing
  • Cash Balance for up to 4x tax deductions
  • Roth 401(k) accounts
  • Non-profit – 403(b) and 457 plans
  • Personal investment and wealth management

White Glove Service

Initially developed for our wealth clients, our service team assigns each client a professional to help you:

  • Convert and onboard the plan
  • Work with participants and payroll company
  • Proactively schedule plan review meetings
  • Help your staff with investing

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.