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.
In 2001 401 Plans secured a unique niche in the industry when it became a fully licensed producer in multiple states. This certification now allowed 401 Plans to offer a full range of services including participant educational meetings and investment guidance. 401 Plans is now one of the top leading producing TPA firms in the nation and has been recognized on multiple occasions by several different providers for new asset production and as a preferred producer. The company’s continued emphasis on client relationships has secured a strong future for the company and those we serve.
Also considered to be a national authority on 401(k) and Defined Benefit plans, and a regional resource for the Department of Labor (DOL), 401 Plans is sure to create a solid retirement plan for you and your company. You will always receive first-class product and service. Let us make your plan work for you, creating profit and attracting & keeping top employees with unparalleled service and expertise.
How can we help you?
Listening to the goals, needs, and intents of our prospective clients, we strive to learn all we can to help guide them in the right direction.
We customize solutions constructed from what a client wants – not limiting them to a “cookie cutter” formula.
Ultimately, we seek to maximize results for our clients and improve the retirement readiness for its participants.