Our Vision
We strive to make sure everyone at your company is prepared for a financially secure retirement. The Fortune 360 401(k) Plan provides your employees with various investment vehicles, interactive tools to plan and prepare for their retirement, and the educational resources to navigate different financial hurdles along the way; and all at a reasonable, low cost.
To see how your plan is doing, click below to complete a request for a free plan benchmark report.
Fees
The Fortune 360 401(k) Plan assists you in meeting your fee-related fiduciary obligations by providing a low cost, turnkey solution with quality, low cost investments.
As a fee based advisor, our fees are transparent, and we only make more when your employees make more.
Fiduciary Liability
We can serve as an ERISA 3(21) and ERISA 3(38) fiduciary. We also offer ERISA 3(16) administrative fiduciary services to remove most of the administrative burden of managing your retirement plan.
Plan Design
When meeting with plan sponsors and investment committees, Fortune 360 reviews plan design strategies with a focus on driving employee participation and engagement.
Investment Selection and Monitoring
Fortune 360 Group uses independent third-party data to assist in the selection, review, and monitoring of investment options in your plan, a serious fiduciary responsibility. Fiduciary investment reviews are held to monitor investments and document compliance.
Fortune 360 Group can act as a 3(38) fiduciary on professionally managed model portfolios offered to participants as additional plan investment options.