At Visionary, when it comes to company retirement accounts we have one simple mission: to provide small, professional services companies and their employees the best value in 401k plans with employee education, investment choices and a cost structure that is one of the most competitive in the industry. We accomplish our mission by offering our clients competitive pricing, customized investment choices and educational services previously available to only the largest of companies.
Founded in 2013, Visionary is employee owned, operated and fully independent. We know what small businesses need in a 401k plan because we are a small business ourselves. This first-hand knowledge allows us to hire and retain talented employees who understand what our clients need and then provide expert service to move their low cost 401k plans forward.
Along with our straight forward approach to your retirement plan needs, we have also built strategic alliances with other business services companies to allow our clients to focus on growing and maintaining there business.
Our Clients
As one of the top value propositions in the small business 401k, we feel clients prefer us for a variety of reasons:
•     Our service model is set up to bring 100% client satisfaction.
•     Peace of mind knowing they have a partner that acts as a fiduciary.
•     Our knowledge of the 401k space as well as other areas that impact their business.
•     Employee satisfaction through education and low cost investment choices.
•     365 days a year of plan monitoring services.
•     A strong relationship with their local TPA.
•     Our commitment to quality is reflected in the timely, accurate delivery of our work product and our high service standards, whether we’re performing 401k recordkeeping services or simply answering your questions.
•     We treat our clients fairly, maintain independence and avoid conflicts of interest. We keep the best interest of participants in the forefront of all we do.
•     As a leading low cost 401k provider for small businesses, our company places a high value on technical training and customer service skills. Our courteous, knowledgeable employees deliver our services in the utmost professional manner.
•     We foster a collaborative environment based on open communication, mutual respect and reasonable expectations. Our employees approach their jobs with a spirit of teamwork and our clients view us as trusted partners.
•     We are responsive to client requests and we proactively seek input to anticipate our clients’ needs