At Modern Dollar, our goal is to help you build a retirement plan that best fits the needs of owners, provides world class investment solutions, and ongoing advice from an advisor - all with transparent, competitive costs. Retirement plans have long been a confusing and burdensome space that came with hidden, excessive fees, a lack of transparency, and little to no service. We hope to change that.

Highlights of working with Modern Dollar Planning in designing and administering your qualified retirement plan (401k, 403b or Profit Sharing Plan) include:

  1. No Hidden Agenda - As a named fiduciary, our interest lies in helping you create and administer a plan designed to fit your goals. No commissions, no third party kickbacks, no revenue sharing - just real, transparent advice.

  2. Lowering Legal Risk - By hiring an investment manager (available ERISA 3(38) designation), you reduce the company’s legal risk.

  3. Employee Education - We’ll shoulder the burden of educating your employees during the rollout of the plan, and annually thereafter, to make sure their questions are answered.

  4. Low Cost - We use partners like Vanguard and Employee Fiduciary to ensure that your company and employees put as much money to work as possible.

  5. Evidence-Based Investing - We’ll provide a simple, index fund approach for you and your employees to invest in a low-cost manner, designed to keep more money in your pocket.