401(k) Plan Sponsors

A Unique 401k Proposition for you and your employees

The Saratoga 401(k) Solution

  • Independent Advice

    With over 30 years of experience in the 401(k) arena, Saratoga brings a wealth of knowledge and experience to the plan sponsors we partner with. Plan sponsors and their employees deserve more than

  • Recordkeeping & TPA

    With over $30 billion in plan assets on their platform, Saratoga is partnered with a leader in modern 401(k) design and service.

    Vestwell offers fiduciary services to help plan sponsors

How the Saratoga 401(k) Differs

  • A Financial Blueprint

    Both plan sponsors and plan participants gain access to the same Financial Blueprint tool that individual Saratoga clients receive with their engagements.

    This financial planning tool provides a comprehensive overview of each individual’s financial accounts, integrating their 401(k) account into their broader financial picture.

  • Investment Management

    Designing and managing a diversified portfolio tailored to your goals, risk tolerance, and time horizon.

  • Tax Strategy

    Minimizing your tax liability with smart strategies that align with current laws and your financial objectives.