top 401k companies 401k plan administrator life n.
Skip this Video
Loading SlideShow in 5 Seconds..
401k Plan Administrator PowerPoint Presentation
Download Presentation
401k Plan Administrator

Loading in 2 Seconds...

play fullscreen
1 / 3

401k Plan Administrator - PowerPoint PPT Presentation

  • Uploaded on

Looking for the top 401k companies in Columbus, Ohio? We offer 401k plan administrator for Small Business Retirement Plan. Call Us Today 614-396-7652

I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
Download Presentation

401k Plan Administrator

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.

- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
top 401k companies 401k plan administrator life

Top 401k Companies , 401k Plan Administrator - Life Inc.

Looking for the top 401k companies in Columbus, Ohio? We offer 401k plan administrator for Small

Business Retirement Plan. Call Us Today 614-396-7652

Visit Now:-

Let Us Help Your Small Business Retirement Plan Thrive with Local 401k Plan Administrators &


You're not a 401(k) expert, and we don't want you to devote time from running your business to be one

either. You want to make sure to stay current with industry trends, fees and regulations, so it's easier to

meet all you obligations and keep your company's retirement plan on track. We offer you a simplified

approach to managing your business's retirement plan by providing a local point of contact to manage it

all for you, while utilizing service and technology for retirement plans (401(k), 403(b), Profit Sharing, and


Our primary focus is to help your company and its employees prepare for retirement while keeping your

business protected. Below is a list of some services offered. Rest assured though, this is only an

overview of what we can do to help you!

401 k advisor services

401(k) Advisor Services

oAccess to private wealth tools, Riskalyze

Investment selection and monitoring

3(21) Fiduciary Services

Customized Investment Policy Statement (IPS) & Education Policy development

Fiduciary support, education, and documentation

Participant education tailored to your company, and it's goals

Service and fee benchmarking, with continued monitoring

401K Plan Administrator Services

Preparation & maintenance of the plan's adoption agreement and supporting documents

All year-end reporting and compliance testing (ADP/ACP, Top Heavy, Coverage, etc.)

Annual government forms (Form 5500 & schedules, 8955-SSA, SAR, etc.)

Contribution calculation preparation and allocation

Proactive monitoring of your plan throughout the year (Loan Defaults, Vesting, etc.)

Fiduciary support for your plan

Large plan audit support, if applicable

Reconciliation and record keeping of trust assets

Distribution and loan processing

Determining employee eligibility

Maintaining and updating participant vesting

Participant statement preparation

Review of participants for any required minimum distributions

Prepare employee notifications (Safe Harbor, 404(c), QDIA, etc.), and assist in the distribution*

Terminated participant force out identification and support


Proactive plan design suggestions to keep your 401(k) meeting its goals

Along with these services, we provide flexibility in our process and work hard to accommodating

requests beyond our essential services. We want you to receive the best possible service for both you

and your employees while making it as easy to manage. Click the link below to a set up

a Complimentary Review of your plan where we can begin to highlight ways we can impact your

retirement goals.

Ryan R. Neff, QKA, AIF, QPFC


Phone: 614-396-7652

Toll Free: 844-627-8494


Contact us

Phone: 614-396-7652


Office Address

100 E. Campus View Boulevard Suite #250

Columbus, OH