401k Plans

Retirement Plan Fiduciary Services

We serve as an ERISA ยง3(38) Investment Manager for 401(k), 403(b), and defined benefit plans. Our team has been advising on corporate sponsored retirement plans for over 30 years. We bring a wealth of experience and expertise to both plan sponsors and plan participants.

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Plan Sponsor

Start a 401k plan your organization deserves

Being a business leader today is fraught with liability; do not let your retirement plan overexpose your personal assets. We are dedicated to improving your plan to ensure that it serves the needs of management and of the plan participants. Working closely with plan administrators our clients can always reach out to us for assistance whether it relates to payroll questions or distributions. We invite you to get a second opinion of your plan. The laws have changed, is your plan changing with them? For current clients, please use the link to the left to log in to the sponsor side of ExpertPlan.

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Plan Participant

Manage your retirement with a click of a mouse.

Your retirement plan options may seem complicated, but Werba Rubin is here to help. Our advisors have been involved in client education for over thirty years, and are dedicated to making sure that you are matched with the proper portfolio. Our managed portfolios are designed for all types of investors from very conservative through aggressive. Of course, you can access your account information, and change your portfolio any time of the day

Investment advisory services provided by Werba Rubin Papier Wealth Management, LLC ("Werba Rubin Papier").