These are some of the benefits your
company will enjoy from this cost-effective program.
The Micro401k Program
- All your 401k needs in one package
- No minimum amount of participants are required
- All employer fees and contributions are tax deductible
Communications
- Comprehensive enrollment program, including retirement planning guide
- On-site narrator for enrollment meeting
- Toll-free telephone access to a Certified Financial Planner
- 24-hour toll-free and internet access to account balances, exchanges or changes
- Daily valuation
- Quarterly statements
- Quarterly newsletter
Investments
Charles Schwab & Co., Inc. has been selected as the custodian for your plan assets.
- Choose up to 20 mutual funds in your plan from over 2,100 no-load choices
- Self-directed brokerage account for participants will allow access to individual stocks,
bonds and over 3,000 mutual funds.
- All monies are handled directly from your payroll department to Charles Schwab &
Co., Inc.
Recordkeeping
High quality personalized service for each plan sponsor.
- One technician assigned as your personal contact person
- State-of-the-art administrative software
- Preparation of Form 5500 and all necessary reports
- All compliance testing.
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