1
Set it up right
Good funds, fair fees and a company match that fits your budget.
401(k) advisors for employers
We help your company run a 401(k) your employees actually use.
Why it matters
Your 401(k) comes with legal duties.
Most teams aren't 401(k) experts.
That's where we come in.
What we do
2
Keep it on track
Funds change and fees creep up. We review your plan regularly and flag what needs fixing.
3
Help people use it
Workshops, webinars and one-on-one help, so employees know how much to save.
How savings grow
A little from each paycheck, plus your match, adds up over decades. That's why a well-run 401(k) matters.
Shared responsibility
The people who run a 401(k) are legally responsible for it. That's called being a fiduciary.
As your co-fiduciary, we formally share responsibility for the investment advice we give. Our name goes next to yours.
Fiduciary Acknowledgment
Co-Fiduciary Agreement
Your signature
Your Company
Employer
Forest Capital
Forest Capital Management
Co-Fiduciary
Quick check-up
Answer six questions to see where your plan stands. Your answers stay on your screen.
Question 1 of 6 · Written guidelines
Do you have written rules for how your 401(k)'s funds are picked and reviewed?
Our team
Brian Jessen
President and CEO
John Patrinos
Chief Financial Officer
Mallory Grove
Director and Chief Compliance Officer
Scott Danes
Senior Vice President