Solutions

By 2005, more than 60 percent of workers in a retirement plan participated only in 401(k) plans. In fact, more than 30 different types of qualified retirement plans are available to sponsors. Where do you begin to determine which one is best for you and your employees?

As your 401(k) consultant, we can tailor a service plan specific to your needs. We begin with thorough scrutiny of your current 401(k) plan to ensure that total plan costs reflect the actual services received. Importantly, we also to give you the insight and benefit of industry best practices.

Assuming we establish a longer-term relationship, we continue to monitor your plan structure in light of these industry best practices and market developments, and recommend new and improved ways to boost efficiency, contain costs and increase the number of participants in your plan.

And, remember, we are hired by your retirement committee and are required under law to always act the best interest of our client.

Full-Service Fiduciaries

401(k) Advisors - Arizona offers a complete program of services to support your 401(k) plan. For example, you may ask us for assistance to:

Perform a full 401(k) Plan Analysis Conduct Provider Contract Review Renegotiate Pricing on Provider Fees Develop a Plan Conversion Guide Perform Overall ERISA Compliance Audit

Execute a Fiduciary Plan Review Benchmark Vendor Performance Against Key Indicators Design and Develop a New Plan Establish/Update a Complete Compliance Checklist

Our plan sponsors and participants can count on our active involvement in and oversight of your plan, with responsive and respectful service.