A 401(K) Solution Tailored To Your Employees’ Individuality!
Empower your workforce with our Hyper-Personalized 401(k) Solution — a cutting-edge retirement plan solution designed to meet the unique needs of every employee. By leveraging advanced data analytics and AI-driven insights, our solution delivers tailored investment recommendations, personalized education, and adaptive contribution strategies, helping your team maximize their retirement readiness.
Key Features:
- Individualized Investment Guidance: Employees receive customized portfolio suggestions based on their financial goals, risk tolerance, and life stage, ensuring smarter investment decisions.
- Dynamic Contribution Optimization: Automated recommendations help employees adjust their savings rates to maximize employer matches and tax advantages.
- Personalized Education & Engagement: Interactive tools and content adapt to each participant’s knowledge level and preferences, boosting confidence and participation.
- Seamless Integration: Easily integrates with your existing payroll and HR systems for smooth administration and reporting.
- Compliance & Security: Built to meet all regulatory requirements with robust data protection measures.
- Goal Tracking & Progress Monitoring: Real-time dashboards that provide clear insights into each participant’s retirement readiness and milestones.
- Financial Wellness Integration: Tools and educational resources tailored to each participant’s financial situation, helping them make informed decisions beyond just their 401(k).
- Dedicated Support: Participant access to financial advisors who understand their personalized plan and can provide guidance when needed.
Transform your 401(k) offering into a truly personalized experience that supports your employees’ financial futures — all while simplifying plan management for your HR team.
For Employers
Empower Your Team with Hyper-Personalized 401(k) Solutions
Attract and retain top talent by offering a 401(k) plan that adapts to each employee’s unique financial goals and lifestyle. Our hyper-personalized solutions help your workforce save smarter — boosting satisfaction and productivity.
Why Choose Us?
- Customizable Plan Options: Tailor investment choices to meet diverse employee needs, from conservative to aggressive strategies.
- Simplified Administration: Easy-to-use platform reduces your HR workload with seamless enrollment and compliance support.
- Employee Education & Support: Provide your team with access to expert advisors and intuitive tools that empower confident retirement planning.
- Scalable Solutions: Whether you’re a small business or growing enterprise, our plans evolve with your workforce.
How It Works
- Contact us for a free consultation
- Set up your company profile
- Review existing plan
- Set clear plan goals & objectives
- Decide on plan features
- Initial employee engagement & communication
- Personalized enrollment process
- Launch
Invest in your team’s future — and your company’s success
FOR EMPLOYEES
Your 401(k), Your Way: Personalized Retirement Planning Made Simple
No more one-size-fits-all plans. Our hyper-personalized 401(k) solutions are designed around you — your goals, your timeline, your comfort with risk.
What You Get
- Tailored Investment Choices: Select funds that match your retirement vision and values, including socially responsible options.
- Smart Portfolio Adjustments: Your investments automatically rebalance as your needs and market conditions change.
- Clear, Goal-Oriented Tools: Track your progress and get actionable advice to stay on target.
- Access to Expert Help: Connect with financial advisors who understand your unique situation.
How to Start
- Answer a few simple questions about your financial goals and preferences.
- Receive your personalized 401(k) plan recommendations.
- Watch your retirement savings grow with ongoing support.
Plan confidently for the future you deserve.
What We Offer Employees
Personalized Investment Options
Choose from a wide array of funds tailored to your risk tolerance, timeline, and values — including ESG and socially responsible investments.
Dynamic Portfolio Management
Our smart algorithms continuously optimize your portfolio, adjusting allocations as your needs and market conditions change.
Goal-Driven Planning Tools
Set clear retirement goals and track your progress with intuitive dashboards and actionable insights.
Expert Guidance, When You Need It
Access dedicated financial advisors who understand your unique situation and provide personalized recommendations.
Seamless Integration & Easy Enrollment
Our streamlined process makes enrolling and managing your 401(k) effortless, whether you’re an individual or employer.
HOW IT WORKS FOR Employees
Step 1: Tell Us About You
Complete a quick profile so we understand your goals, risk tolerance, and retirement timeline.
Step 2: Get Your Custom Plan
Receive a personalized investment strategy and contribution recommendations designed just for you.
Step 3: Watch Your Future Grow
Track your progress with real-time dashboards and get automatic portfolio adjustments as your life changes.
make informed decisions to achieve your investment objectives, while adhering to your risk tolerance.
For SELF-EMPLOYED PRACTITIONERS
Take Control of Your Retirement with a Personalized 401(k) Solution
As a self-employed professional, your retirement plan should work as hard as you do. Our hyper-personalized 401(k) options give you the flexibility and control to build the future you want.
Why Choose Our 401(k)?
- Flexible Contributions: Maximize your savings with customizable contribution limits and schedules.
- Investment Options Tailored to You: Choose funds aligned with your risk tolerance and retirement timeline.
- Automated Portfolio Management: Benefit from smart adjustments that keep your investments optimized.
- Dedicated Support: Access financial advisors who specialize in self-employed retirement planning.
Getting Started is Easy
- Contact us for free consultation
- Share your goals and financial preferences.
- Receive a customized 401(k) plan designed just for your business and lifestyle.
- Manage and grow your retirement savings with confidence.
Secure your future on your terms.
BRINGING THE FUTURE INTO THE PRESENT
From retirement planning, investment strategies, tax optimization, to estate planning, we offer personalized solutions tailored to your unique circumstances.
Address
2325 E. Camelback Rd., Ste 400, Phoenix AZ 85016
Phone
(480) 364-7401
We specialize in personalized retirement solutions for small & mid-sized businesses, the self-employed, and individual investors in healthcare.
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experience of our firm & financial advisers
LEGAL DISCLOSURE
Cognis Group is a State registered investment adviser, pursuant to the Investment Advisers Act of 1940, as amended, with principal offices in Phoenix AZ. Cognis Group and its representatives are in compliance with the current filing requirements placed upon registered investment advisers by those states in which it maintains clients. A copy of our current written disclosure statement (Form ADV-Part 2) discussing business operations, services and fees is available upon request or may be downloaded here.
This website does not constitute an offer to provide investment advisory services in any jurisdiction in which such offer would be unlawful under the securities laws of such jurisdiction. The information contained on this site is for informational purposes only and should not be construed as financial, investment, legal, tax, or other advice. By accessing this website, you agree to be bound by the above terms and conditions.
Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure website.