• Title

  • Hot Deal

    Offer Valid: 06/25/2019 - 12/31/2029
    Get a High Quality - Low Cost - GREAT 401(k) Plan from STCoC Member Provider

    401(k) Plan Everyone Wants & Needs

    Understand What Is Possible

    $39 per month base fee + $8 per month for each participating employee

    [custom pricing is available for larger companies]


    Plan Administration & Recordkeeping
    • ERISA 3(16) Fiduciary
    • Automatic Enrollment
    • Hassle-Free Plan Setup
    • Employee Onboarding
    • Account Statements & Notices
    Investment Management
    • ERISA 3(38) Fiduciary
    • Low Cost - High Quality Investments - 40+ funds including Vanguard, American & DFA funds 
    • Professionally Managed Portfolios
    • Do-It-Yourself Portfolios
    Compliance & Reporting
    • Plan Testing & Compliance
    • 5500 Preparation & Filing
    Payroll Automation
    • Employee Status Changes
    • Employee Contribution Changes
    • Contribution, Distribution & Loan Processing
    Education & Support
    • Live USA Based Chat & Phone Support
    • Employer & Employee Education
    • CERTIFIED FINANCIAL PLANNER™ practitioner Advisor of Record for Plan

    This Hot Deal is promoted by South Tampa Chamber of Commerce.