Let us help you make your plan valuable and efficient
Originally founded in the early 1970’s with the onset of new ERISA laws, 401Plans was created to help companies build retirement plans, now funded by their employees. Over the years, 401 Plans evolved into an industry leader in performance and efficiency. A strong growth model soon produced multiple locations across the nation, allowing 401 Plans to better serve their clients.
Years Experience
With more than 50 years in the pension and retirement industry we have the knowledge to meet any client needs.
Our professional staff is licensed and registered throughout the United States.
Our licensed professionals have product diversity that will fit your every retirement need and bring you the best plan for the best price.
We would love to do a “benchmark” of your current plan, and show you what your true costs are and how its performing to Department of Labor standards. Contact us to get started!
Sponsored 401(k), Profit Sharing, and Money Purchase plans
Sponsored Defined Benefit, 412(i), and Cash Balanced plans
Internal, Department of Labor (DOL), Internal Revenue Service (IRS)
Standardized, Non-Standardized and Volume Submitter Prototype IRS approved plan document
Government Reporting, Non-Discrimination Testing, Annual Valuation, Participant Notices
Our top priority is our clients’ satisfaction!
info@401plans.com
1919 WILLIAMS STREET, SUITE 300, SIMI VALLEY, CA 93065
Phone: (805) 527-3727
12200 North Stemmons Freeway Suite 207 Dallas, TX 75234
Phone: (214) 763-0269
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