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Get an affordable, full-service 401(k)

At Marathon Wealth and Protection Strategies we specialize in providing affordable, full-service 401(k) solutions designed to align with your business goals, budget, and employee needs. We offer plan design consulting, fee analysis, fiduciary support, and ongoing investment performance reviews to ensure your plan remains competitive and compliant. We can service and benchmark your existing plan, or get a program designed for your needs.

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Plan Design Consulting

We help you create a plan that aligns with your goals and helps maximize your benefit dollars.

Fee analysis & benchmarking

We frequently compare fees and features of your plan with other programs.

Fiduciary support and Protection

The regulatory landscape continues to change, and we'll help you with Plan compliance.

Investment Performance

We continuously review and help ensure investment options are working towards your goals.

Education-first approach

Education-first approach

Impactful plans need employee understanding and engagement. 

Dedicated to you and your employees

Dedicated to you and your employees

We meet 1:1 and use digital tools and education resources to help ensure employees have the information needed.

Know what to expect.

Working together isn't a transaction - it's a relationship.  We act as an extension of your HR because providing you great service is key to the success of your plan. 

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