We use our same world class research and expertise in building investment lineups and portfolios for 401(k) plans.
Seminars & Education
Regatta’s advisors make a point to be employee-facing because the perfect retirement plan has no value if it is not properly communicated to employees.
Your business and your employees are unique, and the plan design needs to represent your specific needs.
As the regulatory spotlight shines bright, understanding the landscape and limiting liability for business owners is extremely important. Knowing how to reduce risk, and pass responsibilities on to Regatta is a major benefit to business owners.
Our independent business structure lends itself well to the 401k space. We work with many different record-keepers and third party administrators evaluating cost, tech, service and payroll integration.