COMPLETE 401K PLAN ADMINISTRATION FOR ONLY $375 PER YEAR?

That's Right.  Whether you have 1 employee or 100, for an inclusive charge of $375 you will receive the following services: 

  • A custom designed plan that will meet the needs of you and your employees.
  • A plan document along with unlimited free updates for legislative changes.
  • Complete plan administration including record keeping, quarterly participant statements, quarterly dicrimination testing and government reporting.

 

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  • Extensive employee educational services including plan specific explanatory material, onsite or web based group meetings, individual employee counseling sessions, access to our employee educational website and a plan specific web page on the educational web site.

  • Local customer service.  At your option, plan participants can contact us directly for all matters relating to plan participation.

    There are no startup charges and there is probably no need to change plan investments.  To learn more about our services and how we can charge only $375 per year, please click on the link below.

 

Watch our 7 minute

PowerPoint Presentation


Securities offered through Registered Representatives of Cadaret, Grant and Co., Inc., Member FINRA/SIPC, 40 Baldwin Rd, Parsippany, NJ
Registered Representatives are licensed to conduct securities business in NY, NJ, PA, MA, CA and FL. Bauman, Noonan and Associates and Cadaret, Grant and Co., Inc. are separate entities