401(k) Plans
Are you a business owner wanting to maximize retirement savings and retain key talent? Is your current plan too time consuming? Would you like to stop paying for an audit every year?
If so, this could be the perfect plan for you. 401(k) plans are an employer-sponsored retirement plan eligible for private employers. We work with business to take all fiduciary responsibility and regulatory headache away so you can do what you do best.
FAQs
What should I do with my 401(k) after retirement?
A 401(k) should be rolled into an IRA or another similar individual retirement vehicle because a 401(k) is subject to the rules of the employer, and they must sign off on any changes. If this is something you would like to do, create an appointment below!
What employers are eligible for 401(k) plans?
Domestic for-profit businesses are eligible for 401(k) plans. Plan design varies greatly based on each employer’s needs and purpose for the plan.
What are withdrawal rules?
All money is eligible for withdrawal after age 59 and a half. All withdrawals prior to this are subject to a 10% fee along with applicable taxes.