An Industry Leader in Retirement Plans
Specializing in Corporate Sponsored Retirement Plans. Let us help you make your plan valuable and efficient Contact Us“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”
– Robert Kiyosaki
ABOUT US
Originally founded in the early 1970s to deal with the new ERISA laws, the current owner acquired 401 Plans in 1998. Using his decades of business practice experience, he turned 401 Plans into an industry leader in performance and efficiency.
A strong growth model soon produced multiple locations
WHY CHOOSE US?
Knowledge
With more than 25 years in the pension and retirement industry we have the knowledge to meet any client needs.
Experience
Our professional staff is licensed and registered throughout the United States.
Products
Our licensed professionals have product diversity that will fit your every retirement need and bring you the best plan for the best price
Need A Free Assessment?
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!
RETIREMENT SOLUTIONS
DEFINED CONTRIBUTION PLANS
- Sponsored 401(k), Profit Sharing, and Money Purchase plans
DEFINED BENEFIT PLANS
- Sponsored Defined Benefit, 412(i), and Cash Balanced plans
PLAN AUDITS
- Internal, Department of Labor (DOL), Internal Revenue Service (IRS)
PLAN DESIGN
- Standardized, Non-Standardized and Volume Submitter Prototype IRS approved plan document
COMPLIANCE
- Government Reporting, Non-Discrimination Testing, Annual Valuation, Participant Notice
Contact Us
From Our Clients
Our top priority is our clients’ satisfaction! See below how we help meet your needs as well