401k Setup and 401k Transfers:
What is the 401k Setup Process? How does a 401k Transfer Work?
Atlantic Financial can review all options with you and provide detailed plans
for your 401k management.
Contact Atlantic Financial with any questions by using this
contact form, and request a 401k plan
Please specify if this is a New 401k Setup or a 401k
Request a 401k Proposal here
Atlantic Financial will work with the administrator to provide and submit the
necessary paperwork to set up a new 401k plan or assist with a 401k transfer of
your existing plan.
Schedule enrollment meeting for all employees
Atlantic Financial completes participant enrollment and sets up accounts
Participants choose their investment selections (Upon request, Atlantic
Financial can have an investment
professional assist the participants with
their investment selections)
The plan is activated and you are now ready to begin payroll deductions.
In some situations, this process can be completed in as little as 14 days
Why Use an Advisor?
To invest responsibly, many shareholders seek the professional guidance of a
financial advisor. This area presents the advantages of using an advisor and
provides additional information that can help you select and work more
effectively with your advisor.
Benefit from the Experience of a Financial Advisor
By looking down the road, many people realize that they don't have the
experience, time, training or patience to make informed investment decisions
alone. That's where the value of a financial advisor can really make a
A qualified financial advisor:
takes the time to understand your goals and investment needs
has the experience to help you develop a financial plan designed for your
can help you determine the best way for you to allocate your assets
can offer additional assistance during volatile market periods
will discuss specific investments or investment strategies to help meet your
has experience in financial services, securities licenses and specialized
has access to specialized research on various types of securities
spends time tracking potential investments that may fit in your financial
Source: Provided by Fidelity Investments