1 / 3

401k Plan Administrator

Looking for the top 401k companies in Columbus, Ohio? We offer 401k plan administrator for Small Business Retirement Plan. Call Us Today 614-396-7652

AbbyBraeden
Download Presentation

401k Plan Administrator

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Top 401k Companies , 401k Plan Administrator - Life Inc. Looking for the top 401k companies in Columbus, Ohio? We offer 401k plan administrator for Small Business Retirement Plan. Call Us Today 614-396-7652 Visit Now:- http://www.lifeincrs.com/ Let Us Help Your Small Business Retirement Plan Thrive with Local 401k Plan Administrators & Advisors You're not a 401(k) expert, and we don't want you to devote time from running your business to be one either. You want to make sure to stay current with industry trends, fees and regulations, so it's easier to meet all you obligations and keep your company's retirement plan on track. We offer you a simplified approach to managing your business's retirement plan by providing a local point of contact to manage it all for you, while utilizing service and technology for retirement plans (401(k), 403(b), Profit Sharing, and more). Our primary focus is to help your company and its employees prepare for retirement while keeping your business protected. Below is a list of some services offered. Rest assured though, this is only an overview of what we can do to help you!

  2. 401(k) Advisor Services      oAccess to private wealth tools, Riskalyze Investment selection and monitoring 3(21) Fiduciary Services Customized Investment Policy Statement (IPS) & Education Policy development Fiduciary support, education, and documentation Participant education tailored to your company, and it's goals  Service and fee benchmarking, with continued monitoring 401K Plan Administrator Services                Preparation & maintenance of the plan's adoption agreement and supporting documents All year-end reporting and compliance testing (ADP/ACP, Top Heavy, Coverage, etc.) Annual government forms (Form 5500 & schedules, 8955-SSA, SAR, etc.) Contribution calculation preparation and allocation Proactive monitoring of your plan throughout the year (Loan Defaults, Vesting, etc.) Fiduciary support for your plan Large plan audit support, if applicable Reconciliation and record keeping of trust assets Distribution and loan processing Determining employee eligibility Maintaining and updating participant vesting Participant statement preparation Review of participants for any required minimum distributions Prepare employee notifications (Safe Harbor, 404(c), QDIA, etc.), and assist in the distribution* Terminated participant force out identification and support

  3. Proactive plan design suggestions to keep your 401(k) meeting its goals Along with these services, we provide flexibility in our process and work hard to accommodating requests beyond our essential services. We want you to receive the best possible service for both you and your employees while making it as easy to manage. Click the link below to a set up a Complimentary Review of your plan where we can begin to highlight ways we can impact your retirement goals. Ryan R. Neff, QKA, AIF, QPFC President Phone: 614-396-7652 Toll Free: 844-627-8494 E-mail: info@lifeincrs.com Contact us Phone: 614-396-7652 Email: info@lifeincrs.com Office Address 100 E. Campus View Boulevard Suite #250 Columbus, OH 43235

More Related