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Equity 401k Consultants

Equity 401k Consultants

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Financial Planners

About Us

At Equity 401k Consultants, we offer personalized retirement plan consulting designed for business owners and plan sponsors who want clarity, control, and confidence.

We don’t believe in one-size-fits-all retirement plans. As your dedicated 401(k) advisor, we work closely with you to design a plan that fits your company’s goals, meets compliance standards, and supports long-term employee engagement.

Here’s how we help:

Design a tailored 401(k) plan that meets your unique needs
Ensure regulatory compliance and ongoing plan health
Optimize your investment lineup and fee structure*
Educate and engage employees to boost participation
Offer clear, flat-fee pricing — no hidden charges
Provide proactive plan reviews and ongoing adjustments
Support your fiduciary responsibilities and help reduce liability

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