401(k) Retirement Plan design with Simplify 365 ®

In this case study, John Vance, President and Founder of Vance Wealth, shares how his team helped a company with over 100 employees and $10 million in assets reduce their corporate 401(k) plan fees by more than 30%, saving over $335,000 annually. Through a thorough analysis and fee benchmarking, they restructured the plan’s investment menu and negotiated with Fidelity to significantly lower costs while adding valuable fiduciary services. This resulted in long-term savings for the employer and improved outcomes for employees.