401 Harmony, LLC
Information Technology & Services - , ,
401 Harmony, LLC Employees
401 Harmony, LLC Details
401 Harmony helps employees develop actionable retirement plans for their 401K / IRA accounts. Our primary beneficiaries are companies with employees that have small 401k/IRA balances who are "neglected" by traditional financial advisers. Using its proprietary algorithm (Robo-Advisor), 401 Harmony provides customized asset allocation and fund selection advice that balances individual needs, contribution, and individual's risk tolerance. It uses multiple criteria fund selection, and quarterly rebalancing guidance for optimal returns. 401 Harmony makes its service available to Corporate HR and Benefits departments under a software as a service (SaaS) model and includes a state of the art on-boarding plan along with ongoing customer service
