401k Plan
401k Setup and Transfers
The set up and management of 401k plans involves many questions. If your company is considering setting up a 401k plan, Atlantic Financial can review all options with you and provide detailed plans
for your 401k management.
Contact Atlantic Financial with any questions by calling 1-800-559-2900 or by
using this
contact form, and request a 401k plan
questionnaire.
Please specify if this is a New 401k Setup or a 401k
Transfer.
Atlantic Financial will help you and your company with every step in setting up and managing your company's retirement plan. We will walk you step-by-step through the entire process.
We understand that there are numerous tasks involved when setting up a 401k plan. Sometimes these steps can be confusing. Working with Atlantic Financial makes it easy. We will work with the plan administrator to provide and submit the
necessary paperwork, as well as to set up a new 401k plan or assist with a 401k transfer of
your existing plan.
Some of the services offered by Atlantic Financial include:
Scheduling enrollment meeting for all company employees
Completing participant enrollment and seting up accounts
Assisting plan participants in choosing their investment selections (Upon request, Atlantic
Financial can have an investment
professional assist the participants with
their investment selections).
When the plan is activated, you are now ready to begin payroll deductions.
In some situations, this process can be completed in as little as 14 days.
Why Use an Advisor?
To invest responsibly, many shareholders seek the professional guidance of a
financial advisor. This area presents the advantages of using an advisor and
provides additional information that can help you select and work more
effectively with your advisor.
Benefit from the Experience of a Financial Advisor
By looking down the road, many people realize that they don't have the
experience, time, training or patience to make informed investment decisions
alone. That's where the value of a financial advisor can really make a
difference.
A qualified financial advisor:
has the experience to help you develop a financial plan designed for your
specific situation
can help you determine the best way for you to allocate your assets
takes the time to understand your goals and investment needs
can offer additional assistance during volatile market periods
will discuss specific investments or investment strategies to help meet your
goals
has experience in financial services, securities licenses and specialized
training
has access to specialized research on various types of securities
spends time tracking potential investments that may fit in your financial
plan
Source: Provided by Fidelity Investments
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