Take control of your retirement plan.

The Herz 401(k) Plan Difference

We  partner with you to help you grow your plan 
  • Independent

    We help you select the right financial institutions for your plan.

  • Service

    Our team provides the personal attention that your employees deserve.

  • Fees

    Our plans consistently have the lowest fees in the industry.

  • Investments

    We review, analyze and select the right funds for all your plan needs.

  • Technology

    Plan information and performance is at your fingertips through online intuitive platforms.


   Frequently Asked Questions

Can Herz Financial service my existing plan?

Yes, Herz Financial will be happy to provide service to most 401(k) platforms.

Who will handle the plan administration and testing?

We work with a number of third party administrators to handle all of your plan filings.

How often will my company have educational meetings?

We like to provide educational meetings at least once a quarter but can provide additional meetings as necessary.

How are the funds selected for our plan?

We analyze and choose from various asset classes to provide a diversified portfolio of top rated funds to meet all your employees’ needs.

There are four types of fees in 401(k) plans. Do you know what you are being charged?


Asset Based


Record Keeper





Interested in switching to a Herz plan?

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