Siebert brings decades of wealth management experience to companies, individuals and families.We extend that same care to 401(k) plans for businesses, so your benefits match the pride you take in your company.
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Many providers reserve their best service for the very largest plans. We do not.
Many sponsors now look at employee happiness and participation benchmarks to judge whether their plan is working¹. They also want more education on financial planning, financial wellness, retirement income, and budgeting.¹
So we design from those needs, not from a product shelf.
Plan sponsors say they value wealth managers who improve participant outcomes², lift employee satisfaction with the plan, and stay responsive to company needs. That is exactly where we focus.
The same team that understands your company also understands your own balance sheet. Your business and your personal 401(k) move in sync.
Siebert is a diversified financial services company with a legacy of breaking barriers. We’ve been a proud member of the New York Stock Exchange since 1967, the same year our founder, Muriel “Mickie” Siebert, made history as the first woman to own a seat on the NYSE and the first to lead one of its member firms.
She didn’t just open doors — she kicked them open, paving the way for generations to come. Today, that same spirit drives everything we do. The Gen W campaign is our way of honoring Mickie’s legacy while looking forward — empowering a new generation of investors to take ownership of their financial future. Gen W stands for Generation Wealth, but it also stands for wisdom, worth, and winning on your terms.
We believe wealth is more than numbers — it’s knowledge, confidence, and freedom. And just like Mickie did in 1967, we’re here to help the next generation rise, invest, and own their future.
References:
1. Plan Sponsor Attitudes 2025. U.S. survey of defined contribution (DC) plan sponsors, 2025; section on “How sponsors measure plan success,” where participant satisfaction with the plan and participation/deferral rates are among the most frequently cited metrics.
2. Plan Sponsor Attitudes 2025. U.S. survey of defined contribution (DC) plan sponsors, 2025; section on “Perceived advisor value,” where improving participant outcomes and employee satisfaction with the plan are cited as key benefits of working with an advisor.
Disclosures:
Siebert refers to Muriel Siebert & Co., LLC and its affiliates. Investment advisory services are offered through Siebert Wealth Management, LLC, an SEC-registered investment adviser. Brokerage services are offered through Muriel Siebert & Co., LLC, a registered broker-dealer and member FINRA/SIPC.
Retirement plan recordkeeping, administration, and related services are provided by a third-party provider, including Fidelity Investments®, which is not affiliated with Siebert. Fidelity does not endorse or recommend Siebert’s advisory services.
“Retirement Specialist” refers to a third-party professional partner and is not an employee of Siebert. Services provided by Retirement Specialists may be educational in nature and may not constitute individualized investment advice.
Siebert does not act as an ERISA fiduciary unless expressly agreed to in writing. Plan sponsors retain ultimate responsibility for plan design, investment selection, and fiduciary compliance.
Advisory services to plan participants are optional and subject to eligibility, plan design, and applicable fees. Educational information provided is not intended as investment, legal, or tax advice.
Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.
References to surveys or studies are for informational purposes only and do not guarantee future outcomes.
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