401k record keeping services for doctors
Looking for a 401(k) Plan Recordkeeper that will save you money and time - 401k record keeping services for small businesses


Expertise

Let our ERISA Experts take care of your retirement plan so you can focus on what really matters - your business

Work directly with our ERISA attorneys and Experts to establish and maintain your company’s 401(k) retirement or profit sharing plan. Our ERISA attorneys and 401(k) experts have the training and experience to take care of all your retirement plans recordkeeping and administration services so that you retirement plan remains ERISA compliant.

The Difference

Unlike other 401(k) plan recordkeeping service providers, our 401(k) plan services include an IRS pre-approved retirement plan fully customizable and are not tied to any one financial institution or financial investment program. You control which investments are offered and have total control over all plan options while our ERISA experts handle all recordkeeping responsibilities and requirements.

 

401k Administration Services
Other 401(k) Providers
Focused on small businesses with less than 50 employees
Yes No
IRS-approved prototype plan documents are provided
Yes No
Customized 401(k) Plan
Yes No
Trustee Directed 401(k) Plan
Yes No
Open account at any financial institution
Yes No
Freedom to select Investment provider
Yes No
Freedom to select investment options
Yes No
Receive no compensation from investment providers
Yes No
Purchase Qualifying Employer Securities
Yes No
Ability to Adopt pure profit sharing plan
Yes Only In some cases
Loan feature
Yes Only In some cases
Plan establishment and recordkeeping services
Yes Only In some cases
Payroll and plan integration
Yes Only In some cases
ERISA compliance testing
Yes Only In some cases
Any required non-discrimination testing for the plan
Yes Only In some cases
Completion of IRS Form 5500
Yes Only In some cases
Low cost flexible pricing options
Yes No
The all in one 401(k) retirement solution provider and Recordkeeper
Yes No

Let’s us take care of your Retirement Plan so that you can take care of your business!

Contact one of our Retirement Experts today to learn more or let us contact you.

Contact Us or Get a Quote Today!

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