Our Services
401k Pairing
Retirement strategies for any size company
PrePair 401k Pairing works with plan sponsors to identify and implement a retirement plan that will best service the company and participants. We work with a national network of advisors and can strategically shop plan costs.
Participants deserve unconflicted fiduciary advice. Historically, banks and brokers have benefited heavily by excessive and hidden fees but the retirement landscape has changed. If you haven't benchmarked your plan recently, it is time for a review.

401k Pairing through PrePair offers the best of both worlds by combining technology to keep our costs low and offering personal service and access to real people when you need them most. Get 401k Paired Today
What Do the Traditional Providers Have in Common?
Principal* | Ameriprise* | VOYA*
Transamerica* | Empower/Great West*
ADP* | John Hancock* | Wells Fargo*
Nationwide* | Edward Jones* | Mass Mutual*
Paychex | New York Life*

*Has been the subject of lawsuits regarding excessive fees
Features & Benefits of PrePair
Benchmark retirement plan service provider fees
Provide 3(21) or 3(38) Fiduciary Service
Full stack service options
Develop an investment policy statement (IPS)
Provide one-on-one enrollment meetings
Create and maintain a custom fund line-up
Provide ongoing compliance support
Reminder to Employers
Plan sponsors have a fiduciary responsibility under ERISA to determine if the fees paid by a plan to its service providers are both reasonable and necessary. PrePair will work with you to conduct a benchmarking review. If you don't feel the need to change, you still can use this to show conducted due diligence and lower company liability.
We also offer…
Love us? Our in house investment solutions with a dedicated PrePair Advisor as your relationship contact.
Learn More
Our signature service transitioning clients from banks and brokers to fiduciary Registered Investment Advisors (RIAs)
Learn More
SmartPairing by PrePair Financial
(888) 551-8890
12 Penns Trail, Newtown, PA 18940
12 Penns Trail, Newtown, PA 18940
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