The modern 401(k) plan is a high tech savings tool that gives retirement plan participants an incredible low cost method for saving for retirement, saving taxes and investing in the market place.
Summit Retirement Plan Services has the right experience, know-how and strategic partners to create the perfect plan for your company.
- Complete Plan Document Services – Preapproved and Custom Documents including IRS Determination Letters
- Creative Plan Design and Consulting Services for 401(k), 403(b), 457 and ESOP plans as well as Nonqualified Plans
- Custom Projections for Budgeting and Compensation Planning
- WEB-based Client Interface to Streamline Communications and Document Retention
- Full ERISA and IRS Compliance Services
- Employee Distribution Services
- Employee Call Center Assistance
Successful plan administration assists the plan sponsor in meeting their fiduciary responsibility to the plan as well as helping to provide a path for participants to achieve their retirement goals.
Insights Library
Anatomy of 401(k) Plan Costs