We’ll help you design a retirement plan that aligns with your company’s goals and meets the diverse needs of your workforce. From traditional 401(k) plans to Safe Harbor and Roth options, we’ll guide you through selecting the best structure and features:

• Custom plan design tailored to your business size and goals

• Regulatory and compliance alignment (ERISA, DOL, and IRS)

• Seamless setup and provider coordination

We serve as a 3(21) or 3(38) fiduciary, helping reduce your liability and ensuring your plan operates in your employees’ best interests:

• Investment lineup monitoring and selection

• Fee benchmarking and transparency

• Ongoing plan reviews and compliance oversight

A great retirement plan is only valuable if your employees understand and use it. We provide hands-on education and financial wellness programs to boost participation and improve outcomes:

• Live and virtual employee education sessions

• 24/7 access to your personalized retirement plan education portal

• One-on-one consultations for employees

We’re not a “set-it-and-forget-it” firm. Friday Financial provides continuous support to ensure your plan evolves with your business:

• Regular performance reporting

• Plan design optimization

• Vendor relationship management