401k

Oakview specializes in constructing customized 401(k) plans to meet any company’s specific needs.  

Unbundled Service Model

  • Flexibility - Relationships with several custodians (TD Ameritrade Trust, Charles Schwab Trust, etc.), access to over 10,000 fund companies, partnerships with several third party administration firms (TPA)






Benefits to Employers & Employees

  • Lower Fees – Institutional mutual funds, no hidden fees, refund any 12(b)-1 fees
  • Less is More – 25-30 offerings – less confusing - complete diversification
  • Service -  Meet with participants to discuss proper investment strategy
  • Unbiased Investment Advice – No 12(b)-1 fees or hidden fees
  • Fiduciary Responsibility – We take steps to lower the fiduciary burden