401(k) & Retirement Plan Consulting/Administration, Dallas/Ft. Worth, TX

(817) 849-0997 Contact us

A 401(k) should make a fortune, not cost one

Looking at the big picture

We make sure your retirement plan might is appropriately designed for your business

Keeping your 401(k) plan compliant

Our on-going monitoring ensures your plan follows the many complicated rules & regulations in place

A 401(k) should make a fortune, not cost one

401(k) plans that claim to be cheap can wind up costing participants dearly with undisclosed investment fees & charges.

A Partner You Can Trust

Your employees rely on your retirement plan. Our attention to detail, expertise and integrity means you can rely on us.

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Business Owners

Is your 401(k) plan more of a liability than a benefit? Your retirement plan might be inappropriately designed for your business, or your plan sponsor may not know the many rules and regulations surrounding its ongoing administration.

Financial Advisors

We develop customized, cost-effective administration solutions for small & medium-sized business retirement plans. Partnering with us can help maximize the amount your clients are able to shelter in a tax-deferred system.

Service Providers

Do you provide professional services to small and medium-sized businesses? If so,we share the same goal - take burden away from business owners & management to allow them to focus on growing their business. Let us open the door to many new clients for you!

401(k) Fees - Is Your "Free" 401(k) Going to Cost You More Than You Can Imagine?

14 Aug 2010

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The retirement plan industry has for years been operated with no standard way that fees are charged, collected, or even reported. Because of this, it has become very difficult to evaluate an arrangement and the fees that are being paid for it. In order to get as close as possible…

Author: Sam Rothstein

Read: 249 times

401(k) Compliance and Reporting - Is Your TPA Firm Accurate and What Does it Matter?

11 Aug 2010

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A recent IRS study found that 401(k) Plans are the most "most non-compliant plan type in the retirement plan universe." Since 401(k) plans have become the most common employer provided retirement plan, "it is important to the future of the private retirement system these plans maintain the highest level of…

Author: Sam Rothstein

Read: 453 times

IRS to Distribute 401(k) Plan Survey Questionnaires

21 Jun 2010

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IRS to Distribute 401(k) Plan Survey Questionnaires

The Internal Revenue Service soon will be sending out questionnaires to about 1,200 sponsors of 401(k) plans as part of a project to provide the agency with information on a wide range of issues.

Author: Sam Rothstein

Read: 715 times