Helping you meet your Fiduciary responsibility
Sample Mutual Fund Quarterly Report
Sample Fiduciary Liability Report
Sample Investment Policy Statement
401kDesign Services
You don't have to change your retirement plan to work with us. 401kDesign is pleased to manage your existing plan- and provide you with excellent, individualized and local customer service. If you want to change your plan- we can help with that, too. Our mission is to simplify your plan with the most appropriate plan design, cost structure, compliance solutions, money managers, and unparalleled service to the employer and employee. 401kDesign allows you to do what you do best without distraction, run your business - we will take care of the plan.
Services
FLEXIBLE PLAN DESIGN Your retirement plan should be tailored to your specific needs, and not to a pre-packaged design. Whether you employ one or 1000, our investment experts can find the perfect, most affordable fit for your business. And because we’re independent, we have no loyalty to any specific fund option. Our loyalty is to you- the customer.
Did you know you can be sued if you don’t meet basic guidelines in your plan? 401kDesign representatives are well-versed in the legal responsibilities you have as an employer. We can develop a plan that complies with all applicable laws and reduces your liability, by ensuring the proper steps are taken to educate and assist employees. We can help you satisy your fiduciary responsibility.
EXTRAORDINARY CUSTOMER SERVICE
Hand us your existing plan, and we'll guarantee you'll be pleased with the customer service we can provide. You will always speak to a person when you have questions- and we can even meet face to face. If you choose to change plans, don't expect a mountain of paperwork. Let us handle the transition, and free you to run your business. We will educate your employees, complete all appropriate paperwork, and ensure regular communication with you and your staff. And, we’ll insure your satisfaction with the success of your plan.
Client commitment
We help you achieve peace of mind by providing trusted advice and personalized solutions to meet your financial goals. 401kDesign advisors are committed to acting in your best interests, offering advice and service designed to exceed your expectations.