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Managing a 401(k) plan is a major concern for most
companies. It is an even larger concern for smaller companies, who often
lack the personnel and resources necessary to find and maintain the best
plan for their participants.
We have responded to this growing need by offering
smaller companies a FREE 401(k) review. This 3-step consultation
analyzes your situation and proposes the right solution for your
company’s plan. To have one of our specialists contact you, please
click here.
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Step 1 - Review of
Requirements and Overall Needs |
We evaluate your current plan through:
Costs Analysis – We
will assess the expenses in your current plan pertaining to
Investments, Administration, Recordkeeping, Surrender Charges and any
other fees involved.
Services Analysis – We will assess your current level of
participant and sponsor services, including education, administration
support, compliance and other services.
Investment Analysis – We will review your investment options by
analyzing your current selection of fund families, money managers,
performance and diversity.
Fiduciary Review – We will review regulations such as Erisa
404c, Sarbanes Oxley, and others to see how your plan is equipped to
handle their requirements.
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Step 2 - Navigation of
Plans |
Then we use this information to navigate through
scores of different providers to match your needs with the best
provider(s) available. Increased competition has allowed smaller plans
to obtain more services, better options and lower costs. Our
independent position affords us the ability to examine numerous
options to find the best solution for you.
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Step 3 - Presentation of
Solution |
After diligent review, we will present you with a
plan proposal that fulfills your needs and gives you a more secure
platform that will grow as your company grows.
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But finding
the right plan is only the beginning...
click here to learn more...
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