Running the business is enough. Your 401(k) shouldn't feel like a second job.
A small-business 401(k) advisor for growing employers — we take the plan, the fiduciary work, and the employee side off your plate, so you can get back to running the company.
When did anyone last check whether your plan is any good?
Fees creep. Fund menus go stale. Fiduciary paperwork sits in a drawer. Meanwhile your team assumes someone's watching it.
We are — a benchmarked, documented, employee-friendly plan that holds up when it's looked at.
From messy plan to managed plan.
Benchmark your plan
We review your current fees, funds, and fiduciary coverage and show you exactly where it stands.
Design what’s better
Plan design and an investment lineup built around your people and your goals as an employer.
Roll it out
Smooth enrollment and plain-language education, so the plan actually gets used.
Ongoing support
Regular reviews, documented fiduciary process, and one-on-one help for your employees.
Austin Wolfe
Austin Wolfe works exclusively with employers on 401(k) plan design, fiduciary oversight, investment monitoring, and participant education. His clients are small and mid-sized business owners who want to feel confident about the retirement plan they offer.
He came to the independent advisory side after time inside the institutional retirement-plan industry, consulting plan sponsors directly. He’s seen the operational and fiduciary headaches from the inside — which is why he can give honest, objective guidance without a product agenda.
Austin is also a former Army officer and fixed-wing pilot. Leading complex operations under pressure builds a certain kind of discipline, and it shows in how he runs a plan review.
He went to Michigan State, studied Criminal Justice, and played Division I football as a wide receiver. Outside of work, he spends time with his wife Brittany, their son Callum, and their dogs — and gets outside whenever he can.
A better plan, and less on your plate.
Build a better 401(k)
We benchmark your plan’s fees, funds, and design against the market and fix what’s costing you and your team.
Fiduciary support
We help you meet your ERISA fiduciary duties with a documented, repeatable process the plan can stand on.
Retirement readiness
Clear enrollment, plain-language education, and one-on-one help so your people actually use the plan.
Common questions
We already have a 401(k) provider — why talk to you?+
You may not need to switch. We start with a no-cost benchmark of your current plan’s fees, funds, and fiduciary coverage, then show you where it stands.
What size companies do you work with?+
Small and mid-sized businesses. If you have employees and a plan — or want to start one — we should talk.
Do you help with our fiduciary responsibilities?+
Yes. We help you meet your ERISA fiduciary duties with a documented process so the plan is defensible.
Let's take a look at your 401(k) — no cost, no obligation.
A short consultation with Austin or Joe and a free benchmark of your current plan.
Thanks — we'll reach out shortly.
