As with any journey, retirement plan administration has it's own obsticles. All too often, a 401(k) plan can become more of a liability to an employer than a benefit.Wouldn't it be easier if you had a guide for this journey? At Strategic Partners we can work in conjunction with your current service providers, or provide you with consultation of changing these providers. Our goal is to guide you through the journey of setting up and administering your retirement plan.
Strategic Partners Consulting Group provides customized retirement plan consulting. Whether your company is considering starting a new 401(k) or you have an existing plan, we can assist you in maximizing its effectiveness. Through our unique partnership philosophy, we can monitor your plan and assure it remains in compliance while still meeting - or exceeding - your retirement goals.
Retirement Plan Administration Services
- Self-Directed 401(k) Plan Administration
- Traditional 401(k) Plan Administration
- Profit Sharing Plan Administration
- Cross-Tested Plan Administration
New Retirement Plan Setup and Consulting Services
- Customized Retirement Plan Design
- Initial Plan Set-up
- Preliminary testing
- Provider Due Dilligence
- Fee Reviews
Existing Retirement Plan Consulting Services
- Retirement Plan Design Review
- Combined Testing
- Compliance Review
- Preliminary Testing
- Provider Review
- TPA (Third-Party Administrator) Communication
- Dispute Assistance
- Audit Assistance
- Operational Assistance
- On-Going Plan Compliance Monitoring
- Alternate correction assistance
- Top-Heavy Assistance
- Plan Consultation
- 5500 Review
- Fee Review
Terminating Plans
- Termination Assistance Consultation
- Pre-termination Review
