A well-structured 401(k) plan is more than a retirement account—it’s a long-term strategy that empowers your employees and elevates your business. At Bass Financial Solutions, we help companies of all sizes design, optimize, and manage retirement plans that deliver real value, reduce administrative stress, and meet compliance standards.

Whether you’re launching your first plan or reviewing an existing one, we provide independent, personalized guidance—and we proudly partner with Ameritas, a trusted name in retirement solutions.

Why Partner with Bass Financial Solutions?

✅ Independent Expertise
We’re not tied to any single provider. We work for you—comparing solutions, reducing fees, and tailoring plans that fit your workforce and goals.

✅ Turnkey Retirement Planning Support
From plan design and fiduciary support to employee education and enrollment, we provide end-to-end service.

✅ Ongoing Plan Reviews & Benchmarking
We evaluate your plan’s performance, fee structure, and compliance each year to make sure it’s working efficiently and competitively.

✅ Access to Industry-Leading Providers Like Ameritas
We choose partners that align with our mission of long-term financial wellness—like Ameritas, a standout in the retirement plan space.

Why Ameritas? A 137-Year Legacy of Doing Retirement Right

Ameritas is not your typical “big box” retirement provider. As a 137-year-old mutual insurance company based in Lincoln, Nebraska, they’ve been offering retirement plans for over 60 years—and their commitment is to Main Street, not Wall Street.

Their mutual structure means all excess revenue is returned to customers and policyholders, not shareholders. That allows them to focus on real people, real service, and real retirement success.

Ameritas offers retirement plans for every stage of business and sector, including:

• 401(k) Plans
• 403(b) Plans
• 457(b) Governmental Plans
• Startup Plans (one of the few providers still offering them)

What Sets the Ameritas NAV Platform Apart

Ameritas’ NAV platform (formerly BlueStar) is a powerful, flexible solution built to serve small businesses, large organizations, and multi-employer structures. It offers:

✅ Open Architecture – Access a wide range of funds with no proprietary investment conflicts
✅ Flat Fee Pricing – Transparent pricing model: annual base fee + per-participant cost
✅ Modern Tech Experience – Best-in-class mobile app and websites for both participants and plan sponsors
✅ Retirement Readiness Tools – Empower employees with planning, savings calculators, and goal tracking
✅ Payroll Integration – Compatible with 70+ payroll providers
✅ Top-Tier Custodians – Work with Schwab, Mid-Atlantic, or Matrix
✅ Multiple Employer Expertise – Leaders in MEPs, PEOs, and PEPs since 2001—perfectly aligned with Secure Act expansion

Why This Matters to Your Business

A smart retirement plan does more than check a box. It:

• Attracts and retains talent
• Delivers tax advantages for your business
• Increases employee engagement and loyalty
• Helps your team retire with confidence

And with Bass Financial Solutions and Ameritas on your side, you get a plan that is strategic, compliant, and easy to manage—so you can stay focused on running your business.

Let’s Build a Retirement Plan That Works for Everyone

Whether you’re just starting out, switching providers, or managing multiple payrolls and entities, we have the tools and experience to simplify your retirement strategy.

📞 Contact Bass Financial Solutions today to schedule a no-obligation consultation and receive a custom 401(k) quote tailored to your business.