THE SOLUTION


401 Plans has all your administration needs covered.
  • Complete state of the art plan design software
  • Defined Benefit plans
  • Annual valuation
  • Government compliance testing
  • Plan re-statement
  • Employee terminations
  • Employee loans
  • IRS filing
  • DOL filing
  • Plan review
  • 404(c) compliance
  • Executive deferred compensation plans
401 Plans, your full service broker.
  • Employee meetings
  • Fiduciary and trustee end of year meetings
  • RFP due diligence
  • Investment policy statements
  • Plan investment reviews
  • Company planning and strategic committee involvement
  • Advanced product for owners and executives; including personal, comprehensive financial planning, business succession planning, education, savings, retirement needs, and wealth transfer planning.
Also see: OUR PLAN FOR YOU