Retirement Plans

We have partnered with Greenbush Financial Group to offer Active(k), our solution to a smarter 401(k) product. Three factors differentiate Active(k) from the traditional 401(k) product:

Education

Employees have the opportunity to meet with a Certified Financial Planner to review their investment objectives and structure a portfolio that is tailored to meet their long term goals in accordance with their risk tolerance.

Costs

The Active(k) solution is cost effective when compared to other local and even national 401(k) and 403(b) providers.

HJA sub-advised portfolios

Aside from a traditional menu of mutual funds and the ability to trade individual securities in a self-directed account, participants also have the option to invest in three HJA actively managed portfolios, using the same dynamic asset allocation strategy we use in our separately managed accounts.