Advisor Support

At SetAway, we are here to provide you the tools and support for building a successful partnership. We work with you to provide comprehensive solutions for your clients. We understand the importance of your relationship and take pride in providing first class support for your team.

Dedicated to a Simplified Process

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Services we Provide:

  • Run plan design projections, including safe harbor 401(k), new comparability, and cash balance illustrations
  • Interface with recordkeepers to gather proposals
  • Attend meetings and presentations to help respond to client questions
  • Proactively manage the new client onboarding process, beginning with out detailed and customized Welcome Package
  • Suggest and solicit proposals from other service providers
  • Provide plan design, installation, and transition support
  • Share copies of all client communications and documents