Our Expertise

401(K) Plans

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.