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The easy, affordable 401(k) for small businesses.

The less you pay in fees,
the more money you keep in your pocket.

We’re on a mission to help every small business offer a 401(k), to help participants create a retirement they can look forward to, and sync with popular payroll providers to take care of plan administration and offer low-cost funds.

WHAT
WE CAN ADVOCATE:

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Fiduciary Services

Compliance Testing

Government Filing

Custodial Services

Investment Management

Plan Customization

An Online Portal

Our Six-Step Workflow Process

1

EVALUATE YOUR PLAN

2

OPTIMIZE YOUR PLAN

3

FIDUCIARY REVIEW

4

401(K) RFP/RFQ PROCESS

5

EMPLOYEE ADVOCATE

6

COMPLIANCE ASSISTANCE

Plan design: How much can you save in a 401(K)?

($316,183 FOR 2020)

We offer Traditional and Roth 401(k), Safe Harbor, Cash Balance, Defined Benefit, Deferred Compensation, Profit Sharing, Solo 401(k), SIMPLE, SEP IRA, and of course Traditional and Roth IRAs. Most importantly, we will assist you in determining your need for 3(21), 3(38), and 3(16) Fiduciary Roles.

 

It used to be that you had to have your 401(k) plan with a certain provider which was either an insurance corporation, a brokerage firm or an investment company. This still may be appropriate for you but with the advent of technology companies joining the space, the game has changed.

"
Americans should be able to retire with dignity
and remain retired in dignity. 
"

LOCATION

9821 Olde Eight Road

Suite M

Northfield, OH 44067

CONTACT INFORMATION

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Gateway Financial, LLC is registered as an Investment Advisor with the State of Ohio and other jurisdictions where exempted. Registration of an Investment Advisor does not imply any level of skill or training.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Gateway Financial, LLC (referred to as "Gateway Financial") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Gateway Financial does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Gateway Financial be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Gateway Financial or a Gateway Financial authorized representative has been advised of the possibility of such damages. In no event shall Gateway Financial, LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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