Is the plan appropriate for the size of the business?
Does the plan offer a selection of investment choices from among 70 different funds, including leading asset managers, index funds, lifestyle funds and guaranteed investment accounts?
Does the plan offer an ongoing participant education program?
Is the education program available online?
Does the plan offer participants the option to receive online investment advice?
Does the plan offer toll free service lines and internet support to all participants for account information and simple transactions?
Is local dedicated assistance available to provide coordination, support and motivation to employees enrolling in the plan?
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Are enrollment options flexible enough to allow participants to make investment choices and enroll 7/24 via the internet?
Do participants receive newsletters with useful financial planning information with their quarterly statements?
Does the plan provide access to low cost, possibly no cost, Third Party Administrative services ensuring precise recordkeeping and compliance expertise on all qualified plan issues?
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Due diligence dictates that a business considering a new 401k Plan know the answers to these questions...and the answer to ALL of them should be an unqualified YES. If your business is interested in establishing a new Plan or changing its current Plan, please complete the form below if you would like us to provide you with detailed information.
