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Clients of Atlantic Financial include companies and individuals
throughout America. We help start, transfer and maintain retirement
plans of all types, not just 401k plans. Atlantic Financial has a strong
reputation for providing efficient and cost effective retirement plan
services, including over 18,000 mutual fund choices.
401k Plan Service Features
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The combination of your profit
sharing and 401(k) salary deferral contributions cannot exceed
$46,000 for the 2008 plan year or $49,000 for the 2009 plan
year. Individuals 50 or older may defer an additional catch up
contribution – for a maximum contribution amount of $51,000 for
2008 or $54,500 for the 2009 plan year. |
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Your
contribution can be up to 25% of compensation, not to exceed
$46,000 for the 2008 plan year or $49,000 for the 2009 plan
year.* |
over 18,000 mutual funds options available
Mutual Fund options include Fidelity, Putnam, Dreyfus, Vanguard and others
Why select from several fund choices when you can have them all?
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90% enrollment guaranteed*
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Full service financial planning for all participants
in your retirement plan -
Full service administration (if requested, also available in unbundled format)
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Extremely competitive rates -
Full service on-site compliance, enrollment, education and ERISA assistance
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National Financial Services LLC, Member NYSE/SIPC,
is our clearing firm
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Atlantic Financial is not tied to any proprietary investments. We work with many mutual fund companies that other firms cannot such as Fidelity and Vanguard.
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A transition team assists you with all aspects of your 401k transfer
and setting up your retirement plan. Ongoing service includes detailed reviews for each participant, employee education and many other services. -
Additional services include:
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employee education -
objective monitoring -
one-stop center for all corporate and employee questions about the
retirement plan -
We save trustees the time and work involved in many aspects of
management of retirement plan.
*90% enrollment guaranteed or we pay the first three years administration costs (plans must have at least 30 employees and $8 million in assets with an average per participant balance of $30,000)
WASHINGTON, June 15 /PRNewswire-USNewswire/
-- The following was released today by the American Academy of
Actuaries:
What:
The American Academy of Actuaries will host a Capitol Hill
briefing to discuss research findings from recent studies on retirement
risk conducted by the Society of Actuaries and to explain the
implications for future retirement policy.
The 2008 market downturn and economic crisis have created new
challenges for retirees and those nearing retirement. Reduced 401(k)
balances, staggering declines in assets, job losses, and a slumping
housing market have added new challenges to the retirement system.
Research is providing a better understanding of how Americans perceive
retirement and how and when they plan for it. The actuaries will discuss
research findings and identify considerations for retirement policy.
Back to beginning of the 401k Plan Services
Plan Services|
Investment Options|
Plan Comparison Sheet|
Strength, Stability & Security
ERISA & Department of Labor Considerations|
How to Set Up Your Plan
Employers:
Learn how a corporate 401k
plan can reduce employee turnover.
"Retaining
Quality Employees
through a 401k Retirement Plan"
Financial Planning and Investment Services
Atlantic Financial has been serving clients since 1994.
Atlantic Financial enjoys a solid reputation for
service, selection and value. We can review your
wealth management plan, assist with your
or
401k / IRA Rollover
and assist you with global wealth
management.
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