401(k) Plan Management

First Republic’s 401(k) plan management for businesses is a customizable, cost-effective option to manage the retirement needs of your employees.


  • Designed to suit individual company needs.
  • Includes investment guidance for employees; promotes broad employee participation.
  • Objective and unbiased perspective on investment choices–no proprietary products.
  • Asset allocation and investment offerings guided by highly experienced research team.
  • Very competitive fee structure with complete transparency.
  • 403(b) plan also available for nonprofits and educational organizations.