A Better 401k Plan Solution

Retirement plans are more important today than ever before. A retirement plan is a key benefit to help employers and employees attain a more financially sound future. This comes with abundant responsibility because your participants entrust you, as the fiduciary, to make smart and fair choices in their best interest. If you haven’t started a 401k plan for your business, the process can seem complicated and confusing. We help you each step of the way; from determining how best to meet your business needs, to designing your plan, to ensuring your plan stays updated and compliant with ERISA regulations, to helping you and your employees make the most of their retirement planning options. We’re here for you anytime you need us. We schedule quarterly meetings with your 401k Plan Committee to keep you up-to-date on the market and the performance of your Plan’s options, as well as addressing any compliance needs. And we’re available throughout the year to provide the advice you need. We are also there for your employees. We provide them with financial education opportunities, a cash flow and debt management program, as well as financial planning and investment advice.

ERISA 3(38) Fiduciary
Starting a Plan
Ongoing Support
Employee Education Opportunities
Cash Flow & Debt Management
Financial Planning & Investment Advice
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Lauren Norris

After completing a degree in economics, Lauren Norris worked as a business analyst before joining Rockhaven. She serves as a financial counselor for the Cash Flow and Debt Management Program and as an associate financial planner. She likes to find creative solutions for problems and helping others begin their journey towards financial independence.

Tom Norris

Tom Norris came to a career in financial planning and investment management after more than 20 years as a pastor. That experience shapes his approach to his work with customers and clients. He understands well the importance of helping you be prepared for life’s unexpected challenges, for building an independent financial future, and for leaving a legacy that intentionally reflects what means the most to you.

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