Unlock More Than Just Hiring Power

Employee Benefit Plans That Can Help Unlock More Than Just Hiring Power.

Maner Wealth is focused on helping your business minimize risk, maximize resources and turn your team’s retirement dreams into realities. We do this through specially designed beneﬁts packages aimed at attracting and retaining top talent, accepting full ﬁduciary responsibility for investments made, helping manage fees and making sure you meet complex federal requirements. We even offer Succession Planning for when it’s time to begin preparation for a new chapter.

Complimentary 401K Plan Comparison

Ask a member of the Maner Costerisan team about receiving our complimentary, no-obligation 401K Plan Comparison. We’ll compare funds, analyze fee structures, and make sure that your beneﬁt offerings are serving you and your people the best they can.

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Dreams Managed

For your employees, everything about their future is riding on the present. We can help make sure that your beneﬁt offerings are setting everyone up for the most success.

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Financial Planning

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Personal Consulting

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401K & Retirement

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FAQs

Have more questions about the Complimentary 401K Plan Comparison process? Click below to schedule your complimentary consultation today.

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WHAT INFORMATION IS NEEDED FOR THE 401K COMPARISON?
The following information will help our team complete the most comprehensive comparison.
- Form 408(b)(2) – this is the fee disclosure document and is usually the most helpful for us to reference
- Form 5500
- List of plan investment options
- Total plan assets
- Total number of participants
WHAT DO WE REVIEW AS PART OF THE 401K COMPARISON?
We look at the following items:
- # of investment choices available
- # of asset allocation service models available
- Investment Fiduciary Type
- Plan Document Fees
- Third Party Administration/Recordkeeping Fees
- Financial Advisor Fees
- Investment Choices (internal expenses)
- Custodian Fees
- Total Fees
HOW LONG DOES IT TAKE TO COMPLETE?

Once we receive all the necessary documents, our 401K comparison typically takes between 5-7 business days.
WHAT DOES THE FINAL COMPARISON REPORT PROVIDE?
Our final report includes a comparison of all fees associated with the plan, as well as a formal recommendation that outlines one of two scenarios:
1. The organization is paying with fair fees and should continue with the plan as it is
2. We believe we can provide a better service by moving the plan to Maner Wealth

Meet the Maner Wealth Team

Our specialists have decades of combined experience in helping clients realize their financial goals.

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Steven Guipe

CFP®, CPFA®, Principal, Director of Wealth Management

Steven joined the Maner Wealth team in January 2021. In his role as Director of Wealth Management, Steven works closely with Maner Wealth clients to create individual and highly customized financial plans that help them reach their unique goals.

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Nate Whitson

RICP®, CKA®, Senior Wealth Advisor

Nate brings more than 18 years of financial planning experience to the Maner Wealth team. A natural relationship-builder, he takes the time to understand his clients’ priorities and visions for their unique financial futures. Nate enjoys helping people create financial plans that give them clarity and confidence in their future.

Investment advisory services offered through Maner Wealth, a SEC Registered Investment Advisor. Subadvisory services offered through Advisory Alpha LLC, a SEC registered investment advisor. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.