Your Saratoga 401(k) Plan Team
Saratoga, the Asset Allocation Specialists
Your plan team is led by the financial advisor you’ve hired and Saratoga Capital Management, LLC, a firm with nearly 25 years helping advisors like yours build 401(k) teams.
Every Saratoga 401(k) plan begins with the Saratoga Asset Allocation Portfolios, which were designed to help participants balance the investing risk they’re willing to take with the reward they’d like to achieve. In addition to these allocation options, the Saratoga 401(k) open architecture platform allows your advisor to add nearly any additional fund they believe is appropriate to the plan.
Plan Participant Features
Investor Profile Questionnaire
Saratoga’s self-scoring Investor Profile Questionnaire.
Employee Education & Enrollment Meetings
Simply stated, effective communications are vital to a successful 401(k) plan. Once the 401(k) plan has been designed and implemented, it is essential to communicate the benefits of the program to all eligible employees.
Participant Quarterly Reporting
Post-Employment Retirement Counseling
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Click the image to the right to view a sample Saratoga 401(k) proposal.