Fiduciary Advice

At SwitchPoint, everything we do is based on a simple fiduciary promise: to do what’s right for you, your company, and your employees, no matter what. It’s the very same obligation you have as the sponsor of your plan – and we’re proud to share it with you.

Serving as lead advisor of an expert team, SwitchPoint provides an efficient, effective source of collaborative advice for plan sponsors and their participants; access to the same well-diversified, low-cost investment vehicles we incorporate within clients’ wealth management portfolios. Learn more about our investment philosophy here.

Key benefits:

  • We take the investment liability off your shoulders. This takes the liability for investment selection and performance monitoring off of the plan sponsor.
  • We offer secure access to institutional investment vehicles that are not available on retail 401(k) platforms, including investment options offered by Dimensional Fund Advisors.
  • We provide valuable education to plan participants, helping your employees gain financial stability and helping you retain top talent.
  • In an environment of escalating regulatory scrutiny, we provide ongoing professional assistance in interpreting, implementing and monitoring current and evolving fee disclosure requirements.

Our offering:

Most plans are billed on a flat fee basis as follows:

  • $2,400/yr for up to 10 employees
  • $100/yr per additional employee

Contact us now for a free quote.

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