The Plan Sponsor

401(k) Toolkit

The top 5 tools every 401(k) Plan Sponsor needs in their back pocket to confidently manage their retirement plan.
Plus, for a limited time, we will also send you a benchmark report so can see how your plan stacks up in the market place.
Offer expires June 12th, 2021

YOU work hard to attract and retain talented employees but your 401(k) plan could also say a lot about how much you value them.

The Ultimate 401(k) Toolkit will help you better understand and manage your own plan so that you can make the best decisions to grow your company.

The 401(k) Toolkit Will include:

Interactive 401(k) Fee Calculator

Uncovering and understanding plan fees has always been one of the more strenuous parts of plan management, until now. This easy to use calculator that will allow you to boil down all the fees of your plan to the only number that matters, the bottom line.

12 Point 401(k) Plan Compliance Checklist

An annual review of how you are operating your retirement plan can prove beneficial in avoiding the 12 most common retirement plan mistakes, found by a Department of Labor audit.

2021 401(k) Compliance Calendar

A calendar of all the relevant dates and deadlines you need to be aware of as a decision maker for your company's retirement plan. 

5 Common 401(k) Mistakes Made By Employers

Mistakes in administering a 401(k) plan can cause headaches at best, but can result in fines and penalties if these problems are not rectified and ever catch up to you in an audit. Here are 5 common mistakes we see employers make and how to avoid them.

5 Common 401(k) Mistakes Made By Employees

If you are currently saving for retirement in a 401k, you already have taken a step in the right direction. While you may rest at ease thinking you are one of the fortunate ones able to save for retirement, it is important to realize that just participating may not be enough. Here are common mistakes we see employees make and how to help your employees avoid them.

...and for a limited time!

Independent Plan Benchmark Report (offer expires June 12, 2021)

Benchmarking is an important part of managing your company's 401(k). Our process is designed to help you check the pulse of your plan and allow you to make the best decisions for your company. For a limited time, we are offering a free benchmark report to help you quickly understand how your plan stacks up in the market place. (offer expires June 12th)

Sign up today to receive your FREE 401(k) Toolkit Today

Is your current advisor costing you your retirement?

7/10 Companies Fail a Department of Labor (DOL) Audit.

8/10 Participants Are Not On Track To Retire.

A recent report noted that 44% of employers did not read their 401(k) fee disclosures in the past year.

34% of business owners said they are not at all familiar with their fees.

The average 401(k) plan is paying 3.1% in fees.

Tony Robins

Hidden 401(k) fees and various backdoor payments are costing Americans billions of dollars a year and can reduce an investor’s overall retirement savings by as much as 40 percent to 60 percent.

Beth Garner

There are many benefits of offering a 401(k) plan. Studies have shown that companies that offer plans typically see higher levels of loyalty and productivity and lower levels of stress among employees. In addition, contributions provide tax deductions for the employer. Smaller companies can see additional tax credits in the first three years when offering a 401(k) plan.

To attract and retain the best talent, today’s employers must offer a comprehensive benefits package that includes a robust retirement plan that helps businesses prosper as well as individuals save for their future.

In addition, we will also invite you to our future webinars and presentations on the following:

Plan Success

How to measure the real success of your retirement plan as it relates to your company goals and your employees.

Service Providers

How to ensure the service providers you select are the best fit for your company.

Fiduciary Best Practices

Keep your company retirement plan up-to-date, compliant and running well with these best practices for making the most out of your business 401(k) plan.

Tax Strategy

One of the easiest ways to lower your taxable income is to contribute to an employer sponsored retirement plan.

Plan Design

As a business owner, you want to understand your retirement plan design options and how that fits into the big picture of growing your business; making poor choices can be severe.

Fees

If you want to know how fees affect your retirement savings, you need to know about the different types of expenses and the different ways in which they are charged.

Sign up today to receive your FREE 401(k) Toolkit

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The Ultimate

401(k) Toolkit

The top 5 tools every 401(k) Plan Sponsor needs in their back pocket to confidently manage their retirement plan.
Plus, for a limited time, we will also send you a benchmark report so can see how your plan stacks up in the market place.
Offer expires June 12th, 2021