Stop Overpaying
for Your 401(k)
how much they’re losing in hidden fees.
Discover hidden fees and save up to 40%.
See how much
you could save
*Just an estimate. Contact us for your personalized fee analysis.
Not sure where to start?
Let us help you choose the right path.
Review and Save
I’m a business owner curious if I’m overpaying—let’s run a free side-by-side.
Start from Scratch
I’m a business owner looking to start a simple, cost-effective retirement plan for my employees
How it works
Fill out a form
Answer a few quick questions about your current 401(k) plan—or let us know you’re starting fresh. No deep dive required.
We handle the paperwork
Our team takes care of the heavy lifting—compliance, transfers, and provider communication—so you don’t have to.
You focus on your business
With your 401(k) optimized and streamlined, you can get back to doing what you do best: running and growing your business.
Take Control of your
financial Future
Get advice on how to manage your savings,
and automate your investments at a low cost
Why Choose Us
Clarity and Simplicity
Individualized Portfolio
Low-cost portfolios designed to meet each client's specific objectives.
Easy to Use Dashboard
A Simple and intuitive client interface including performance reporting.
Notification
Live updating of Financial Goals and progress reporting.
Expert Advice
Regular communication from Ritholtz Wealth Management Experts
Automation
Automated rebalancing and trading.
Officially Backed
Assets Custodied at Betterment