The reasons why you’ve decided to set up a retirement plan for your company will determine what kind of plan is best for you as well as which features you'll want to include. 401k Services are needed to make sure the plan is compliant with current rules and regulations.
As part of our qualified retirement planning services, we will help you:
- Choose the plan that is right for you
- Draft the plan documents (set up the plan)
- Prepare notices for your employees letting them know how to participate
- Perform annual testing to make sure the plan is compliant
- Process distributions and loans from the plan
- Amend the plan when legislation requires it, or when the needs of the company change
- Make sure you are getting the most out of the plan
For a more comprehensive list of our retirement planning services view our Services page.
More importantly, give us a call - we'll answer the phone. You won't get stuck in a phone tree. We are the premier online 401k company and excellent service is our focus.