WEALTH MANAGEMENT

401k, 403b & 457 Plans

FC360 offers full service 401(k), 403(b) and 457 plan management. Whether your company is looking to start a new plan, replace your current advisor, or change your plan provider, FC360 is here to help make your life easier as a Plan Sponsor. FC360’s retirement plan division offers the following benefits to our clients:

Fiduciary Services Included.

Plan Sponsors that serve as the plan fiduciary can be burdened by the significant amount of time and commitment that is required to understand and monitor the investments and administrative processes of their plan. ERISA sets standards of conduct for those who manage an employee benefit plan and its assets (called fiduciaries). That’s where FC360 comes in. For our Full Service Retirement Plan, platform plan sponsors unload their ERISA 3(21) & 3(38) fiduciary obligations onto our firm and the 3(16) obligations onto our trusted & knowledgeable TPA partners. The best part? These services are included under our Full Service Model.

FC360 offers full service 401(k), 403(b) and 457 plan management. Whether your company is looking to start a new plan, replace your current advisor, or change your plan provider, FC360 is here to help make your life easier as a Plan Sponsor. FC360’s retirement plan division offers the following benefits to our clients:

 

Fiduciary Services Included.

Plan Sponsors that serve as the plan fiduciary can be burdened by the significant amount of time and commitment that is required to understand and monitor the investments and administrative processes of their plan. ERISA sets standards of conduct for those who manage an employee benefit plan and its assets (called fiduciaries). That’s where FC360 comes in. For our Full Service Retirement Plan, platform plan sponsors unload their ERISA 3(21) & 3(38) fiduciary obligations onto our firm and the 3(16) obligations onto our trusted & knowledgeable TPA partners. The best part? These services are included under our Full Service Model

Our Online Education Tools.

With every retirement plan we manage (either a 401(k) or 403(b)) we design our technology to best suit the needs of our clients. We provide the highest level of service through video and online technology available in both English and Spanish.

Customized Videos

We utilize the power of video to better educate the participants we serve. For each plan we manage we will build custom videos that explain the highlights of your plan, go step by step through the enrollment process, and provide education on various 401(k) topics.

Investment Education

Every participant we serve will go through our online investment interview process to determine their appropriate risk tolerance and time horizon. Our proprietary algorithms will then compute their data and create a customized portfolio based on the investment choices in the plan.

Our headquarters are located in Roseville, California but we serve the greater Sacramento area including surrounding communities such as Antelope, Auburn, Carmichael, Citrus Heights, Davis, Fairfield, Folsom, Granite Bay, Lincoln, Loomis, Natomas, North Sacramento, Orangevale, Rancho Cordova, Rocklin, South Sacramento. We also serve key cities across the sate of California including Los Angeles, Napa, San Francisco, the Bay Area, Simi Valley, Santa Barbara, and Santa Rosa CA.

Stay informed with email updates on financial trends and insights.

Signup now to receive wealth management insight!