For Wealth Advisors

Why A 401(k)?

Deepen Your Client Relationships

Your client relationships are sacred. Bring more to them by offering a 401(k) plan to your small business clients. A whole new conversation will unfold, creating even deeper relationships with the book of business you have worked so hard to build.

Add An Asset Growth Engine

Retirement assets grow at the market returns of the underlying funds (generally with a 90% equity allocation) and the additional deferrals from participants and matching contributions from the employer. As a result, the assets in the plan (and advisor fees) typically grow at a rate greater than the S&P and generally are assigned a 15-year multiple.

Own An Untapped Market

There are 6.1 million businesses in the US, yet only about 720,000 401(k) plans exist, leaving some 5.4 million businesses without a workplace retirement plan. Approximately 89% (4.8 million) of these businesses employ 20 or fewer employees. Only 40% of these employees have retirement savings plans, leaving over 60 million Americans working in small businesses without access to a workplace retirement savings plan.

Why Work With Sallus?

You no longer have to hate dealing with old fashioned 401(k) plans

Utilize The 401(k) Built For You

Sallus is on a mission to level the playing field for small business access to 401(k)s. We can’t do it alone. We need the help of the thousands of wealth advisors just like you. That is why we built the Sallus Pooled Employer Plan with wealth advisors and their small business clients in mind.

Deploy Expertise Rapidly

You already have small business clients who need a 401(k) or need their plan updated. When you work with Sallus, you can think of us as an extension of your office support team. We will plug you into the expertise you need to get up and running in the 401(k) space. Our virtual 401(k) coach, Sali offers bite-sized segments of expertise on-demand.

Enjoy Everything Digital

At Sallus, we have wrapped the Pooled Employer 401(k) plan structure into an easy-to-use and intuitive digital experience. Build a plan in minutes with the Sallus Plan Design Wizard and deliver an instant digital proposal with a bundled solution to your client. As the Pooled Plan Provider and lead Fiduciary, we do all the heavy lifting so you and your client don’t have to.