At A Street Investments, our main focus is creating a retirement platform that provides fiduciary advice for plan sponsors and their participants, while seeking ways to control operational and investment costs. With this focus, we create an environment that promotes institutional quality advice for retirement plan sponsors and improves the odds of successful retirement outcomes for your participants.
We have identified several areas for mass improvement in the retirement plan space. Our team is on a mission to fix these issues in a meaningful way for employers and participants; helping you save for retirement through 401k and other retirement vehicles.
A Street Investments is registered as an investment adviser with the state of Washington, and acts as a 3(38) fiduciary* to retirement plan sponsors. A Street Investments also operates as a non-discretionary fiduciary to plan participants for 401k, SIMPLE IRA, and Defined Benefit Plans. This allows us to relieve the Plan Sponsor of the fiduciary duty of selecting and monitoring the investment selections for their retirement plan and increase the odds of successful retirement outcomes for plan participants.
* An ERISA section 3(38) fiduciary must make decisions for which it has legal responsibility (and therefore legal liability), because such a fiduciary is charged with ERISA-defined "discretion." Under ERISA, if an entity has discretion to make a decision, that entity is responsible for that decision, not the entity that appointed it. This gives a plan sponsor significant cover from fiduciary risk.
IRA – Brokerage – 401K Rollover – 401K