OctaveWealth
The 401(k) that helps you grow
OctaveWealth is a flat-fee 401(k) provider for employers that handles plan design, payroll integration, employee enrollment, recordkeeping, fiduciary services, investment management, and regulatory filings. The service is intended to reduce the administrative and compliance burden on employers while giving employees tools to plan for retirement.
The platform includes 360 Payroll Integration, 3(16) fiduciary services covering eligibility tracking, plan compliance, and Form 5500 filings, and 3(38) investment fiduciary services for selecting and monitoring investments. Employees receive personalized spending projections, shortfall tracking, savings advice, low-cost index funds, and annual live education sessions with investment professionals. A dedicated account manager supports setup and plan transfers.
OctaveWealth is built for employers offering 401(k) plans and their employees. Pricing is structured as a monthly base fee plus a per-eligible-employee fee, with fund fees, an annual custody fee, and no additional employee fees.
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