Review and Redesign 401(k) Plan

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

401(k) Review and Redesign with census

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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.