Join Our Email List | Contact US
 727-233-3536, Florida   
 410-878-2999, Maryland

401(k) Tool Kit

Are You Gambling with Your 401(k) Plan

This video provides an introduction to the toolkit as well as describes why you need to benchmark your plan and focus on proper documentation.

Fiduciary Audit File

This video will explain how to organize your Fiduciary Audit File for your 401(k) plan.

401(k) Report Card

This video describes how to grade your 401(k) based on our proprietary report card. It isn’t time consuming, but it will help you benchmark your plan – an essential function for 401(k) plan administrators. As a reminder, we will conduct a report card on your plan free of charge.