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401(k) Services We Provide

I. 401(k) Services For Employers

  1. 401(k) Consulting, Design and Review. Establishing a 401(k) plan or improving an existing one.
  2. 401(k) Administration. Administering an existing 401(k), including 401(k) testing.
  3. 401(k) Recordkeeping
  4. 401(k) Investment Analysis
  5. 401(k) Cost Control
  6. Temporary 401(k) Services. Helping to establish a 401(k) system or department or eliminate a 401(k) plan backlog.
  7. Outsourcing the 401(k) function.

II. 401(k) Services For Other Professionals and Individuals

  1. 401(k) assistance for accounting (including audits) and law firms
  2. Assistance with qualified retirement planning and analysis of a participant's 401(k) account.

Please describe your 401(k) concerns on our short form below. Or call us at 718-793-9885. We will reply promptly to employers and their 401(k) representatives. Our web site homepage contains additional useful information about 401(k) plans.

Company's Name:
Telephone number:
Description of problem:
My position (e.g., owner, key employee)


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