Why Choose

Fermata 401K
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Fiduciary Oversight & Investment Governance

Maintaining prudent, transparent, and consistent oversight to reduce risk and improve outcomes for plan participants.

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Investment Selection, Monitoring & Cost Management

Regularly reviewing performance and risk and ensuring that the associated fees are reasonable and in the best interest of participants.

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Participant Education & Engagement

Providing best-in-class employee education using various modalities to ensure plan success.

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Consulting & Support 

Serving as your trusted partner in navigating all the responsibilities of plan sponsorship