Fiduciary 401(k)/403(b) Services

Milestone Asset Management Group provides plan sponsors of 401(k)/403(b) plans a full array of services designed to assist and enhance the fiduciary & investments oversight of their 401(k)/403(b) plans. Milestone wants to give you peace of mind knowing your 401(k)/403(b) plan is properly positioned and compliant in the ever-changing financial landscape. We will share in your fiduciary responsibility that is associated with the management of your company’s retirement plan by acting alongside you as an approved “3(21) fiduciary”.

Your employees are your greatest assets giving employees amazing benefits is the best way to ensure they are happy, remain loyal to your company, and want to help you make it succeed. In fact, according to a recent Forbes article, having happy employees contributes to higher profits, as much as 22.2% as shown in data from the Fortune 100 Best Companies to Work For. As an Independent Registered Investment Advisor, Milestone provides unbiased, consultative guidance and advice to plan trustees and participants.