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