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401(k) Services

Invisor specializes in starting, converting, and operating 401(k) plans. We offer everything your business needs to establish and maintain a 401(k) plan. No complexity. Full transparency. It's as simple as that.


There are three services every 401(k) plan must have. We offer all three. With Invisor, employers have one true partner in helping manage all aspects of their 401(k) plan.

Invisor offers all three of the required services needed for any 401(k) plan. With one call you have it all. Contact us today.




Recordkeeping Services


Dotting i's and crossing t's -- it's what we do. We take care of the heavy lifting involved with tracking all money going into your 401(k) plan and all money coming out. Invisor executes all trade instructions on a daily basis and provides quarterly employee statements.


Employers are provided a plan sponsor website where they can view the vital statistics of their plan. In addition, employees are able to view their accounts online at any time and make changes as needed.

Administrative Services


The heart and soul of any 401(k) is the plan document. Invisor assists employers in tailoring plan documents to match their unique circumstances. Invisor also handles government reporting and plan testing -- everything you need to stay in compliance.


You will have one point of contact for all of your administrative needs. That keeps your life simple and ensures we have a full view of all the activities happening in your plan. Simple for you and efficient for us -- it doesn't get any better.

Investment Services


We serve as a fiduciary. That means you can count on us to help you manage the investment funds in your 401(k) plan. Invisor Financial LLC is a registered investment adviser and will objectively select and monitor funds that meet your employees' needs.


Also, unlike other service providers, Invisor believes all employees are entitled to qualified one-on-one financial guidance*. Our standard fees include this service, an incredible benefit to your employees.

* All Invisor 401(k) plans are participant-directed plans under section 404(c) of ERISA. Invisor Financial LLC and Invisor Solutions LLC do not have discretionary control of plan or participant-directed assets. Plan participants exercise independent control. Invisor Financial LLC and Invisor Solutions LLC do not initiate trades on behalf of 401(k) plans or their participants. Invisor Financial LLC does provide investment education and information to plan participants in an attempt to assist them in making informed and prudent investment decisions.

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