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