There are many firms that have a 401 (k) plan offering so why Goulart Partners?

There are four areas that set us apart:

1. We take on the Fiduciary Responsibility. You may be asking yourself, what does that mean and why is it important.

   Many companies aren't aware of their current risk. When you work with Goulart Partners we help alleviate this “fiduciary “weight through our Fiduciary Service part of the plan. This means that you, the company are no longer liable for the investments that employees choose, there are many cases where employees have sued their company leaving the company in dire financial stress. With Goulart Partners, this burden is alleviated, allowing you to focus on your core business.

2. Customized Plan for you and your Employees. You can customize the funds and so can your employees. We provide “Active” managed accounts which are vastly different to the standard buy and hold model.

3. We have specialized software that will allow employees to analyze their risk factor when choosing accounts and eMoney where all employees can look at all their assets in their entirety and begin to see their whole retirement picture, not just their 401K plan.

4. Cost, we are typically 30 - 40% less expensive than your current plan. All fees and costs associated with you plan are disclosed, there are no hidden fees and we take the time to explain everything.