Operose works directly with those responsible for overseeing employer 401(k) and 403(b) plans and build programs that offer high quality and low-cost solutions.
Our goal is to reduce the administrative burdens on plan sponsors and provide participants with access to a full-service investment advisory model. Participants are given a structured menu of investment options coupled with investment concepts and plan education at start-up and throughout the life of the plan.
Operose helps plan sponsors adopt frameworks that include:
- Participant Engagement Maximization
- Effective Investment Structure
- Optimal Program Design
- Vendor Management
