401(k) Plan - Solo or Start Up Plans for $9/mos per participant - Super Value
Get a High Quality - Low Cost - GREAT 401(k) Plan from STCoC Member Provider
401(k) Plan Everyone Wants & Needs
$9 per month per 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
- ERISA 3(38) Fiduciary
- Low Cost - High Quality Investments - 40+ funds including Vanguard, Schwab & DFA funds
- Robo-Advisor Managed Portfolios - Automatic Rebalance
- Do-It-Yourself Portfolios
- Plan Testing & Compliance
- 5500 Preparation & Filing
- Employee Status Changes
- Employee Contribution Changes
- Contribution, Distribution & Loan Processing
- Live USA Based Chat & Phone Support
- High Quality Employer & Employee Education from Fiduciary Advisor
- CERTIFIED FINANCIAL PLANNER™ practitioner Advisor of Record for Plan
This Hot Deal is promoted by South Tampa Chamber.