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Review and Redesign 401(k) Plan

Are you happy with your existing 401(k) plan?

401(k) Review and Redesign with census

Click on image above for pdf of
401(k) Review and Redesign with census

Let us review the plan to see if it can be improved upon.

We’ll need the following information:

  • Employee Census
  • A copy of the current plan’s Adoption Agreement.
  • A copy of the most recent Allocation Report.
  • A copy of the Summary Plan Description (SPD), if available.

Simply send these four items to us and we will review, evaluate your situation, and, if possible, redesign a plan that better suits your needs.