WEALTH MANAGEMENT

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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:

 

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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.