Held Away Accounts

For many people, a significant portion of their retirement funds and overall wealth is tied in their 401(k) accounts.
Few fully understand the choices offered under these accounts.
Even fewer manage these accounts actively. A recent study found that only 7.3% of all 401(k) participants changed their allocations in 2021.
Sounds familiar? Can you remember the last time you logged in? If these are large stores of your net worth, why would you treat them with less care than your other investments?

Find Out More

Several studies have been conducted recently that discover the value of advisor-led 401(k) plans:

SourceAdvisor Added Value
Russell Investments4.83%
Envestnet PMC3%
Financial Engines3.32%

The problem has always been that these accounts were held at corporate employers, and advisors typically weren’t able to manage them directly. Not anymore. Using a third-party fintech platform, we can now offer active portfolio management for these account types that can not be custodied at our brokerage partners:

  • 401(k) Retirement Plans
  • 403(b) Retirement Plans
  • 457 Retirement Plans
  • 529 College Savings Plans
  • HSAs
  • Variable Annuities
  • Other held away accounts

How does it work?

  • Your account will be created on the platform
  • You will connect your held away account by logging into it
  • The login information is encrypted and secured, and will not be available to anyone else including your advisor and the platform provider (similar to how personal software providers like Quicken and Mint.com work)
  • Your advisor will then be able to review your positions, fund information and updates, and execute trades – everything you can except moving funds in or out
  • These funds will be added to your total assets under management for the purposes of management fees, and we will even pay the platform fee
  • In order to preserve tax-deferred value, the fees will be charged from your taxable accounts instead
Eureka Wealth Solutions - Best Investment Advisors

Help Me Succeed

Do you have questions about your finances?
Do you want investments that reflect your values?
Don’t want to spend a fortune?

Whether you like to talk to an advisor or do it all online, we’ve got you covered. Our pricing is competitive and very straightforward – no hidden costs.

Whatever your personal situation, your goals and values, or your investable capital, we’ll work with you to create a portfolio that is right for you. And as your fiduciary, we’ll cover all your financial needs beyond investing as well, to help you achieve your goals.

Get Started