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401(k) Brochure

Whether you are just starting a 401(k) plan or have offered one for years, Geneva Partners can help optimize your plan, offering increased flexibility and investment options while reducing costs and meeting fiduciary responsibilities.

As an SEC Registered Investment Adviser, Geneva Partners provides investment expertise and fulfills other important responsibilities and requirements for a 401(k) plan.  Geneva Partners’ plans provide an array of features and services, including:

Client Centered
  • Low-cost options.
  • Broad exposure to major asset classes.
  • No-load/load-waived fund trading.
  • 100% fee transparency.


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