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Schwab Alliance
The Foxleigh Building at
Greenspring Station
Suite 201 
2330 West Joppa Road 
Lutherville, Maryland 21093
PHONE: (410) 825-8844 
TOLL FREE: 800-241-0185

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401(k) & 403(b) Services 

Simplicity...Cost Savings...Reduced Fiduciary Liability
 
Van Sant & Mewshaw in conjunction with one of the top Third Party Administrators and Custodians can substantially reduce annual expenses providing a streamlined platform with a higher level of ERISA compliance and protection for the plans trustees.

Our turnkey program brings together the best in retirement plan administration and the best in objective investment advice. 

 Some of the key services of our plan coordination include:

  • Aggressive Low Fee Structure
  • ERISA Compliance and Continuing Education
  • Employee Pre and Post Retirement Counseling
  • Access to Institutional No-Load Funds
  • Customized Life Style Portfolios 

Through a simple, streamlined platform and regular employee continuing education, plan enrollment typically increases allowing highly compensated employees to participate at greater tax-deferred levels.

To receive a cost analysis of your existing 401(k) or 403(b) and discuss how our services may benefit your organization please contact us via the contact information form below.

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