Moneta Group serves as Advisor and consultant to more than 250 qualified retirement plans including both public and privately held companies. Our 401(k) plan clients enjoy the advantages of:
- Expert plan design consulting
- Open architecture platform with no for-profit proprietary products
- Sharing or transferring fiduciary responsibility and liability
- Transparent fee arrangements
- Turnkey administrative support services
- State-of-the-art participant education and support
We firmly believe people and process drive performance. By offering a number of key advantages including identifying investment managers positioned to consistently achieve returns in excess of stated benchmarks while managing risk, Moneta Group helps plan sponsors achieve their objectives.