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Investing in
your team’s
future.

Companies & 401(k) Plans

You run a good business and take great care of your employees. Part of that means offering an outstanding 401(k) plan. A qualified retirement plan with Hapanowicz gives you a competitive edge and helps you maintain a positive relationship with your team.

We help you design the perfect plan, educate your team, and manage operations.

Consulting &
Fiduciary Services

Managing and understanding the complexity of choices and the fiduciary responsibilities of administering 401(k) plans can be challenging. You understand the importance of creating a positive experience for your employees that helps them plan and prepare for their financial futures. However, you also have a business to run.

That’s where we come in.

We have nearly three decades of experience in helping employers and business owners design and administer great 401(k) plans.

Hapanowicz’s process focuses on flexible open architecture platforms, transparency, and low costs. Our resources and experience in implementing outstanding participant plans and education programs ensure that your employees know what you’re offering and that they take full advantage of the benefits available.

Let our experience work for you so you can get back to work on your business.

Here’s what else we can help with:

Fiduciary Services
3(21) and 3(38)

Plan Trustee Guidance
and Consulting

Participant
Education

Product/Platform
Competitive Analysis

Fee
Analysis

Management

Combined, our investment advisors and portfolio managers have more than 100 years of market experience that spans more than three full market cycles. Our experience is invaluable in providing our clients with strategic and tactical asset allocation guidance and enables us to provide a steady hand during market turbulence

We offer a comprehensive suite of services to our defined benefit pension plan clients, including:

  • Return objective & risk tolerance consulting, including developing or updating an investment policy statement
  • Strategic asset allocation consulting
  • Investment portfolio construction, management, and review
  • Portfolio risk management
  • Tolerance band portfolio rebalancing
  • Tactical investment consulting and positioning
  • Portfolio cash flow management and financial planning
  • Performance measurement and benchmarking to indices
  • Customized account review process, including quarterly reporting and review meetings

Talk with an advisor.

Engage with a qualified partner for financial guidance built on loyalty, empathy, and integrity.

Talk with an advisor.

Engage with a qualified partner for financial guidance built on loyalty, empathy, and integrity.