Do you suspect your 401k is under-performing, too expensive, or just not a good benefit for employees?

Let us take a look under the hood and we'll follow-up with your employer anonymously if there is a problem.

You 401k plan/account is one of your most important benefits to help you plan/save towards a more prosperous financial future. Unfortunately, many plans have not been designed or maintained to deliver these benefits to employees efficiently. Whether it's because the business has been too busy to keep up with the plan or because  the plan selection was based solely on the relationship of key decision maker, or maybe there are just misconceptions about what is possible and the costs/work that would be involved to improve it now.

Regardless of the reason, it is possible to have a better plan, for a better cost and we will help make it an awesome benefit for both employers and employees, we only need the data to bring the information to light and build a good plan for how your employer can implement it efficiently and cost effectively; this is where you come in!

Just push the "Get Started Now!" button to give us the information (anonymously) so we can get started for you and your company to start building a better plan today!

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After your submission, what will we do?

A video produced for your employer/owner/HR director

We will produce a video presentation which highlights the strengths, weaknesses, and opportunities that are available in your plan so that they have a succinct, personal summary of your plan and how we can help them/you make it better.

We will use proprietary software to analyze your plan

We will immediately run your plan through our expert partners: fi360, 401k Fiduciary Optimizer, and E-valuator to find inefficiencies, potential liabilities, and develop a plan of action of how to make your 401k better. If your employer decided to implement we can usually have everything implemented within two months.

Who we are:

rebel Financial is an independent local Registered Investment Advisor (RIA) that builds retirement plans for small to medium size business. We build our plans from scratch and bundle all services together to save you money and build great retirement plans for employers and employees.

Furthermore, we are Fiduciaries to our clients, which means that we put your interests before our own, and our 401k advisors are Certified Financial Planners (CFP®) and Accredited Investment Fiduciaries (AIF®).

  • We are not a re-seller, we build your plan from scratch.
  • Always a Fiduciary to you and your employees.
  • We are "Fee-Only."

Please visit our 401k website for more info:

If you want to learn more about the specifics of our 401k plans, pricing, current fund line-up, etc. please visit our website by clicking here.

Check out our reviews!

Unfortunately, we are prohibited from posting testimonials/reviews on our website by the SEC and the state regulatory authorities. However, we are allowed to have reviews on 3rd party sites on which we have no ability to manipulate them in our favor so that both positive and negative reviews can be equally evaluated by potential clients.Please view our reviews on Google Reviews by clicking here.

Help us help you and your employer build a better 401k.

Confident in our process & plans

We guarantee that if you are not completely satisfied with your plan, we will do everything in our power to correct it to your satisfaction. If that fails, then we will give you a 100% refund of the current quarterly fee due and proactively help you to transition to your new retirement plan.*

*Applies to the whole first year of plan installation and operation.