72% of 401(k) participants have never changed investments since enrollment

Your 401(k) may still be running on decisions you made years ago

Bison professionally manages your existing 401(k) with no rollover or transfer required. Research found that professionally managed 401(k)s outperformed self-managed accounts by an average of 3.32% annually. Plus Bison’s fee is approximately 32% below the national average.*

Backed by one of the Fastest Growing Fiduciary Wealth Firms in the U.S., with billions of dollars in Assets.

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See The Difference

See what professional 401(k) management could mean over time.

Run Your Numbers

Takes 30 seconds. No email required.

Current Age*

Current Annual Salary ($)*

Current 401(k) Balance ($)*

*For illustrative purposes only. Assumes 3% annual salary growth and 12.4% annual contribution (7.8% employee, 4.6% employer). Performance without help is the 5-year annualized return of the S&P Target Date 2035 Index as of Dec 31, 2025. With help is increased by 3.32% based on the Hewitt Study. If you book a call, your calculator inputs may be included so an advisor can prepare.

Why this matters

Your 401(k) has been running itself for years

For many people, a 401(k) becomes one of their largest retirement assets. But after enrollment, it can sit in the background for years. Contributions continue, statements arrive, and the balance moves, but that does not always mean the account is being actively reviewed or professionally managed.

Power My 401(k) is built to help you understand whether your current plan may offer more flexibility than you are using today.

How it works

How professional 401(k) management can start without making the process complicated.

Review your current 401(k) portfolio

We start by reviewing the basics of your employer-sponsored plan and whether it may offer additional investment flexibility.

See what options may be available

We help you understand how professional management could work within the account you already have.

Confirm if a managed approach is right for you

Bison can discuss ongoing 401(k) management through Bison Managed 401(k), including monitoring, reviewing, and adjusting over time.

No automatic rollover. No pressure.
Start with a review.

From the team

A quick note from the team behind Power My 401(k).

If you have ever wondered whether your 401(k) is simply
sitting there untouched, this short video explains why Bison
built a process for helping investors review the account
they already have.

What happens next

What happens during the free 30-minute review?

Talk with a U.S. based fiduciary adviser who will review your current 401(k), understand your goals, and explain how active professional management may benefit you. No rollover or transfer required, just clear next steps based on your situation.

No rollover or transfer required

One-on-One Consultation with a Bison Adviser

Review Your 401(k) Progress vs Your Goals

Explain next steps

From Clients

What changed after a 30-minute look

Bison advisers brought a level of expertise to my 401(k) that I didn’t know was possible. Now it’s actively managed, and I don’t have to think about it. It’s one of the smartest financial decisions I’ve made.

Working with my financial professionals within the SDBA takes the stress out of worrying about my retirement account. My financial advisers have many more investment tools available with the Self-Directed Brokerage account.

The self-directed brokerage account within my FRS retirement plan has given me flexibility and control with the assistance financial professionals guidance to help me through my retirement years.

Testimonials are from actual clients. No compensation was paid for these statements. Individual experiences vary.

Questions

The answers most people want before booking.

If something isn’t covered here, the 30-minute review is a good place to ask.

Do I still control my 401(k)?

Yes. You keep full control of your plan and your contributions. Bison manages the investments inside your account, and you decide everything else.

Does my money leave my employer's 401(k)?

No. Nothing rolls over or moves out. Management happens through a brokerage account that lives inside the 401(k) you already have.

How is this different from a target-date fund?

A target-date fund treats everyone retiring the same year identically: same risk, same assumptions. Bison actively monitors and adjusts your account to your goals and the market instead of leaving it on autopilot.

Does my plan even offer this?

Many employer plans include a self-directed brokerage option that makes professional management possible, but not all do. Checking whether yours does is the main thing the free review covers.

What does this cost?

0.75% advisory fee, no add’l fees or charges. About 32% below the national average for advisers.*

Is this only for high earners or experienced investors?

No. It’s open to anyone in an employer plan that offers the option, regardless of income or investing experience.

Does Bison act as a fiduciary?

Yes. Bison Wealth is an SEC-registered investment adviser and a fiduciary to every client, meaning it’s obligated to put your interests first.

Your Next Step

Your 401(k) may deserve more than an occasional balance check.

Start with a free 30-minute review to see whether professional 401(k)
management may be available for the account you already have.

IMPORTANT DISCLOSURES

*The above testimonies are from actual clients. No compensation was paid for the testimony.

Industry studies show that professionally managed 401(K)s on average earn 3.32% more than participant managed according to the “Help in Defined Contribution Plans” report conducted by AON Hewitt. Bison does not warrant or guarantee that your account will experience positive gains or similar results as those noted in the study.

Bison is paid an annual advisory fee of .75% paid from the funds in which the 401(k) is invested. Bison’s fee is approximately 32% below the national average per Kitces Research. Bison doesn’t charge any additional fees. Other fees apply. For additional information about Bison’s services and fees, see Bison’s disclosure brochure found at Form ADV.

Advisory services provided by Bison Wealth, LLC an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are provided pursuant to an Investment Advisory Agreement and suitability review. The information contained herein is for general information purposes only and should not be deemed an offer or solicitation of an investment product or service. We do not share, sell, or disclose your mobile information or SMS opt-in consent to any third parties or affiliates for marketing or promotional purposes. Not all products and services offered by Bison are suitable for all investors. All investments contain risks to include the total loss of invested principal. The information is believed to be reliable but has not been independently verified and may change without notice. Bison does not provide tax, legal or insurance advice. Investors should consult with their financial, tax or legal adviser before investing. Additional information about Bison can be found at Form ADV | Form CRS | Privacy Policy