Octavewealth

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OctaveWealth The 401(k) that helps you grow We ll build the 401(k) you need to help attract and retain talent. Request Information Login Some of our Happy Customers “The investment tools and education our employees get from OctaveWealth is second to none. They have the best platform we have seen.” Max Salzberg · CEO, BackerKit · “Huge fan of the UI and Support Staff! Setting up was easy vs Vanguard. My employees have all said the sign-up was straight-forward on their end as well!” Tyler Pierce · President · Hassle-free admin 360 Payroll Integration and 3(16) fiduciary services like eligibility tracking, plan compliance, and Form 5500 included . Powerful Tools Employees get personalized spending projections, shortfall tracking, and savings advice directly in their account . Concierge Service A dedicated account manager will guide you through set-up, seamlessly transfer your current 401(k), and support you and your employees . We take care of your 401(k) plan so you can focus on your business. 1 We design your plan investment menu 2 We connect to your payroll 3 We enroll employees provide financial education 4 We invest plan assets, which are held at a qualified custodian 5 We prepare notices filings that can be sent with one click We help your employees plan for retirement, so they can stay focused and happy. Professionally Managed We are a team of engineers and investment professionals. We built portfolio management software for some of the largest asset manager and traded $6

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