
When selecting or evaluating a retirement plan, you must consider several factors.
An extremely important factor that is reviewed in a
plan audit is called deliberative procedure. Deliberative procedure is used to select a plan prototype.
When considering and evaluating 401k plans, it is important for trustees to review a number of 401k plan options. This review will help to comply with Title 1 of .
ERISA In addition, compliance with ERISA is also good business practice.
Atlantic Financial helps trustees with the 401k review process. We essentially do the
research for you. In addition, Atlantic Financial will provide you with the recommendations that best serve your investment needs.
Atlantic Financial works with numerous leading 401k providers, so we are able to choose from a variety of investment options. Options that best fit into your plans..
The services from Atlantic Financial do not cost the employer anything, because we are compensated directly by the fund company.
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401k Survey finds investors, employees un-informed
Fidelity 401k Plan Advisor