Retirement Plans – 401(k)

Traditional retirement plans typically include a menu of mutual funds with high expense ratios. As an independent advisor, Grandview is free to recommend funds to the plan that are in the best interest of the participants. This typically involves the use of Exchange Traded Funds (ETFs), which will lower the expenses paid by the plan and/or plan participants significantly.

Additionally, Grandview has relationships with some of the best third-party administrators (TPAs) in the business and the flexibility to work with just about any of them on various investment platforms.