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James Shen Email
Sr. Retirement Plan Advisor - Customer Success Manager . ShareBuilder 401k
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Current Roles
Employees:
36Revenue:
$6MAbout
401(k) plans designed to be low cost and easy to setup for any size business. ShareBuilder 401k brings together digital ease with great service to help you save more for retirement and on taxes too. Our mission is to Lead Americans to Save. We believe everyone can be a Saver, and we're delivering the technology, investment and service expertise to help make it happen for you. We pioneered online quote to purchase of 401(k) plans and the all index-fund investment roster (using Exchange-Traded Funds and one Money Market) to help any size business and their employees enjoy the benefits of a low-cost, high-service 401(k) plan. ShareBuilder 401k was launched in 2005 with the goal of making retirement savings plans accessible for all. Today, we serve over 6,000 companies across America offering 401(k) plan design consulting, employee education, digital setup, and investment management services. Investment advisory services are offered by ShareBuilder Advisors, LLC, an SEC-registered investment advisor. ShareBuilder 401k is the marketing name of ShareBuilder Advisors, LLC. © 2019 ShareBuilder Inc. All rights reserved.ShareBuilder 401k Address
801 2ND AVESEATTLE, WA