OctaveWealth
OctaveWealth is a 401(k) service designed to help companies attract and retain talent by offering a comprehensive retirement plan, financial guidance, and individual education. We provide a full service ranging from plan design and management to asset investing and reporting.
Product Highlights
- Hassle-free admin: 360 Payroll Integration and 3(16) fiduciary services like eligibility tracking, plan compliance, and Form 5500
- 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
Use Cases
- Attract Talent: Offer an attractive and comprehensive 401(k) plan to attract top talent.
- Retain Talent: Provide financial guidance and education to individuals to foster loyalty and retain valuable talent.
- Optimize Financial Plans: Offer efficient management and guidance for your 401(k) plan to ensure the greatest benefit.
Target Audience
OctaveWealth targets companies looking to attract and retain top talent, and need efficient management of their 401(k) plan.
