Your Low Fee 401k Plan
It Starts With Service
You expect a high level of service from any of your business partners and that is what you will
get with our low fee 401k plan. We utilize technology to keep fees and expenses low, but we
also use technology to provide the kind of service you demand. You can expect that your
phone call will be answered immediately or promptly returned. You can expect that we will work
with the plan administrator to resolve any problems you or your employees may encounter. And
you can expect to be treated like you are our only client.
What You Get
- Plan Consultation and design
- Plan documents including Summary Plan Document and Investment Policy Statement
- Suggested procedures to establish an effective implementation and monitoring process
that satisfy the requirements of ERISA
- Preparation of IRS filings including form 5500
- Annual ADP/ACP compliance tests 415 tests and other non-discrimination tests
- Reports on plan participation, contribution levels, and performance
- Personal Service Representative available toll free to answer questions during normal
business hours
- 24/7 web access for participants to account information
- Daily valuation and trading
- Web cast and phone enrollment and education seminars
- Open architecture investment platform with access to virtually any mutual fund family
- Professionally selected investment menus
- Professionally selected risk based asset allocation portfolios
- Ongoing monitoring and reporting for investment options
- Quarterly email newsletter for plan participants
- Roth 401k option
- Optional loan provisions
- Participant statements sent electronically to plan sponsor
Request a Proposal
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