401(k) Plan Review & Implementation

Managing Retirement Plans from an Independent Perspective

As part of our independent plan review, we suggest plan designs that benefit both the employers and the employees. As self-funded retirement becomes more important, employers benefit by attracting and retaining quality associates, and employees benefit from deferring more pre-tax dollars for retirement.

An effective plan will be flexible, easy to manage and ERISA 404(c) compliant. Being independent, we can partner with various industry leaders and deliver the solution your company needs.

As an added service we provide business owners and key executives with a customized Deliberate Future Blueprint™ at discounted rates.

Qualified Plans Include:

  • 401(k) Plans
  • Profit Sharing Plans
  • Roth 401(k)
  • Simple IRAs
  • SEP IRAs
  • IRA Rollovers
  • Roth IRAs
  • Defined Benefit Plans

Click here for a summary of Your 401(k) Check Up™

Department of Labor Guidelines

The Department of Labor has many rules and guidelines for Plan Sponsors of Qualified Retirement Plans. Complicating matters is that these rules are subject to change. If you are offering a Retirement Plan for your employees, we can help keep you in compliance. Whether its reviewing an investment policy statement, conducting employee education, developing a communication policy, reviewing investment selections or monitoring plan costs, we partner with leading providers to enhance the quality of your plan.

Related Links

Department of Labor Internal Revenue Service