401k Benefit Advisors
Understanding your needs
The focus on daily operations often overshadows proper 401k oversight. An optimal partnership between Advisor, TPA, and Recordkeeper strives to maximize the opportunity for all plan participants. At Memphis Planning and Wealth, we everyone to create and keep more of their wealth. That’s why we maintain an intense focus on plan design, expenses, and keeping our plans ERISA compliant.
Our plan audit consists of everything that should matter to the business, addressing the following plan components-
Roth and Traditional
Contribution and vesting schedules
Overall Participation Rates
ERISA compliant meeting notes
Investment Management Fees
Per Participant Fees
Investment management fees
We don’t just take over plans, we create them too!
If you think a 401k may be appropriate for you, take a moment to schedule a consultation with us. We start the process by understanding what the owner wants to achieve. From there we gather an employee census to determine how to design the plan to suit your objectives. We utilize local and national support to give you the right plan from the beginning, and one that considers the future growth of the business.