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FIDUCIARY SERVICES

SaveDay has built-in fiduciary guidance and acts as your ERISA 3(16) and 3(38)
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COMPLIANCE

SaveDay performs nondiscrimination testing and manages any required corrections.
Our compliance-friendly Safe Harbor plans are also available to businesses of
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As your recordkeeper, SaveDay tracks all of your 401(k) plan’s balances,
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Your employees have access to exchange traded funds from leading fund managers.
We’ll help them choose the right professionally managed portfolio with blended
average fund fees of 0.06%.


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SaveDay also has you covered by preparing annual reports for no extra fee,
including Form 5500 and 8955.


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As the broker-dealer, we work directly with a third-party custodian to validate
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Advisory products and services are offered through WealthyX LLC, an
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details see Wealthyx’s FORM ADV Part 2 and Part 3 (CRS). Kapitall Generation
LLC, an SEC registered broker-dealer and member FINRA/SIPC, provides brokerage
services as introducing broker for Wealthyx’s advisory accounts. For more
details please see Kapitall Generation Form CRS. Apex Clearing Corporation, a
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May Lose Value.  Investing involves risk, including the risk of losing
principal. Past performance is not necessarily indicative of future results.
Asset allocation and diversification does not necessarily eliminate the risk of
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