Plan Services
Plan Design Consultation
- Review plan documents and overall plan design
- Discuss company’s objectives and goals
- Marketplace Review and Comparison
- Consider options for reducing overall costs to the company and employees
Participant Communication and Education
- Group Enrollment Meetings
- One on One Meetings with Employees to review retirement goals and investment risks
- Conducting Ongoing Educational Workshops onsite or via Zoom meetings
Employer Due-Diligence and Co-Fiduciary Support
- 401k America offers 3(21) and 3(38) Fiduciary Services
- Co-Fiduciary protection
- Marketplace Reviews and Pricing Comparisons every 3 Years
- Investment Committee Management and Guidance (see below)
Investment Committee Guidance
- Establish a Formal Process to manage the Plan’s investment strategy
- Develop and Monitor the Investment Policy Statement
- Analyze and Review Investment Options and Plan Design periodically throughout the Year
- Document all Committee meetings and decisions discussed or executed Review all Plan Fees, including
- Recordkeeping
- Investments
- Professional Services (including advisory and audit fees)
- Administration expenses
- Recordkeeping
Plan Administration (TPA Services)
- 401k America, Inc. (TPA) is our partner firm specializing in retirement plan administration services for more than 800 employers.
- Retirement Plans include:
- 401(k)
- 403(b)
- Profit Sharing
- Defined Benefit/Cash Balance
- 401(k)
- Provides Annual Plan Administration Services
- Plan Documents and Design Services
- Plan Consulting
- Annual Discrimination and other IRS-required Testing
- Filing of IRS Form 5500 and other IRS-required forms
- Plan Documents and Design Services
- Competitive Pricing may be inclusive of Advisory Services or a la carte (stand-alone TPA services)
Schedule a Consultation
Let's talk and see how we can help you and your employees.