AtlanticFinancial.com | 1-800-559-2900

home      log in      site map      contact

401k Plan
  Information for 401k Plan Trustees, Enrollment and 401k Transfer

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 evaluation process.  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 existing plan.  We can work with numerous leading 401k providers.  We 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.

Also See:
401k Plan | 401k Plan Services | 401k Plan Investment Options | 401k Plan Setup

Contact Atlantic Financial

Atlantic Financial can setup new 401k plans or administer existing 401k plans via 401k transfer.  Additionally, we can help your company serve former employees by transferring them out of your plan and into their own IRA account with an IRA Rollover - it's better for the participants and can save your company money. 

For more information: please call 1-800-559-2900, or use this form to contact us:

employee investment selection - sep

Back to beginning of the Information for 401k Plan Trustees, Enrollment and 401k Transfer

Also See:
401k Plan | 401k Plan Services | 401k Plan Investment Options | 401k Plan Setup

 

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.

Individual Services

Institutional Services

Company

 

 

financial planning

Copyright © 1994-2008 Atlantic Financial, Inc.

Securities offered through Cantella & Co. Inc. Member FINRA/SIPC.

Copyright © 1994-2008 Atlantic Financial Inc (Privacy Policy)
 
 Atlantic Financial Inc. serves as a branch office of Cantella & Co. Inc. also known as an Office of Supervisory Jurisdiction all references to firm capabilities and securities offerings should be considered under the offering of Cantella & Co. Inc. as the broker dealer for Atlantic Financial Inc.

Mutual Funds are sold by Prospectus only. Please carefully consider investment objectives, risks, charges, and expenses before investing. Please request a Mutual Fund Prospectus and read it carefully before investing.