Zelus Wealth Management to Offer 401(k) Management

At Zelus, we strive to continually evolve and stay at the front of technology and advice, and today, those two merge as we roll out our newest service, Advisor Managed Qualified Retirement Plans. 

Zelus will now be able to actively manage clients 401(k)s, 403(b), TSPs, and any other qualified plan or held away account, all without making any changes to the structure of your plan. This will allow clients to maximize growth and ensure all of their accounts are working towards the same goal, all without taking any funds out of their employer sponsored plans. Through this process, our clients will still be able to contribute and get employer match, and rest assured that their qualified plans are working towards the same goal as their other accounts, all at the click of the button. 

Often, 401(k)s and other qualified plans, such as 403(b)s and Thrift Savings Plans are the foundation a client builds upon for retirement. There have been several studies done regarding advisor managed plans vs self directed plans, and assuming a $100,000 contribution over 20 years, the net benefit after fees to the client is roughly $240,000, which is demonstrated below.

We are excited to be able to offer another service to our clients that will ensure that they are always getting top tier planning and investment advice, and ensuring they live comfortably in retirement. You can find out more at zeluswealth.com/401k