401(k) Plan - Solo or Start Up Plans for $9/mos per participant - Super Value

Offer Valid: 06/25/2019 - 12/31/2029

Get a High Quality - Low Cost - GREAT 401(k) Plan from STCoC Member Provider

401(k) Plan Everyone Wants & Needs

$9 per month per participating employee

[custom pricing is available for larger companies]

Plan Administration & Recordkeeping

ERISA 3(16) Fiduciary
Automatic Enrollment
Hassle-Free Plan Setup
Employee Onboarding
Account Statements & Notices

Investment Management

ERISA 3(38) Fiduciary
Low Cost - High Quality Investments - 40+ funds including Vanguard, Schwab & DFA funds
Robo-Advisor Managed Portfolios - Automatic Rebalance
Do-It-Yourself Portfolios

Compliance & Reporting

Plan Testing & Compliance
5500 Preparation & Filing

Payroll Automation

Employee Status Changes
Employee Contribution Changes
Contribution, Distribution & Loan Processing

Education & Support

Live USA Based Chat & Phone Support
High Quality Employer & Employee Education from Fiduciary Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner Advisor of Record for Plan

TODO

Thoughtful Advisors

This Hot Deal is promoted by South Tampa Chamber.