401k Plan Trustees should look for several features in the selection of a new
plan or evaluation of an existing plan.
One factor that is reviewed in a
plan audit is the deliberative procedure used to select a plan prototype.
Trustees should be sure to review multiple 401k plan options in their search and
This may help you comply with Title 1 of
ERISA and it is a good business practice.
Atlantic Financial helps trustees with this process because we will do the
legwork for you in selecting the best plan for your company or evaluating the
We can work with numerous leading 401k providers.
will provide you with one or more recommendations about the plan that fits the
feature and budget requirements of your company.
Since Atlantic Financial is compensated from the existing expenses charged by
the fund company, our services do not cost the employer anything additional.
401k Plan Services
401k Plan Investment Options
401k Plan Setup
401k Survey finds investors, employees un-informed
Fidelity 401k Plan Advisor