401kDesign is now Vista Wealth Management!
View a brief introduction from our founder.
We Bring Unmatched Service to your Company Retirement Plan!
401kDesign is an independently owned, full-service financial firm based
in Madison, Wisconsin. We offer business retirement plans that are affordable,
easy to understand and simple to maintain. Our investment experts provide
you with a personalized plan, and then help you manage it hassle-free. Or- we can manage your current plan, provide you with ongoing support, and even answer your questions face to face!
How We Do It
We listen carefully to you- our client. We know you want an affordable
plan with good returns, and we also know that you don’t want to spend
a lot of time on it. We take your needs, and match them to the best
fund options on the market. Then, we package them into a custom 401k plan,
monitor it for you, and manage all the paperwork and continuing education. All
for a flat fee- no surprises with us!
See one of our sample profiles News coverage
BusinessWatch Magazine 401kDesign News
- May 1 , 2007
401kDesign joins Vista Wealth Management. The change means more personalized services for our clients! - January 2, 2007
- Founder Edward Jaeger explains why 401kDesign is the right fit for your business.
- December 1 , 2006
401kDesign is featured in BusinessWatch Magazine.- July 31 , 2006
- Exchange Traded Funds now available for 401k plans. Using ETF's can reduce the total fees applied to a plan.
- January 1, 2006
Edward Jaeger named one of Madison's top 40 business leaders under 40.