What does retirement plan administration and 401(k) recordkeeping mean, exactly? What you’d really like to know is what is The Online 401(k) going to give your company for its hard-earned money?

What we do for you:

• Plan setup and administration

• Recordkeeping

• Investments

• Roth 401(k)

• Plan Sponsor support

• Plan Participant support

Plan setup and administration

• IRS-approved documents and required forms at plan setup

• Online plan establishment personally guided by plan setup specialist

• Required ADP/ACP and compliance testing

• IRS forms 1099 and 5500 preparation

Recordkeeping

• Daily valuation recordkeeping

• 24/7 online access to accounts

• Transaction processing and trade settlement

Investments

• Choice of multiple fund families through either Charles Schwab & Co., Inc. or Matrix Trust

• Multiple Brokerage Account options including Schwab PCRA, Ameritrade or most major brands

• Select and manage investments online

Roth 401(k)

• Roth 401(k) features is available on the plan at no additional charge

• Allows participants to defer after-tax contributions that will be tax-free at withdrawal date

• All recordkeeping related to Roth is taken care of by The Online
401(k)

• Roth education for all participants is provided

• Use our Roth calculator to see if Roth is appropriate for you.

• To find out more about our Roth 401(k) feature and if it's for you, click here.

Plan sponsor support

• Password-protected access to manage your company’s plan online

• Plan participation reports

• Dedicated phone and e-mail customer support

• Vitamin(k) for plan sponsors

• Web-based rollover forms and plan-specific information

• Automated online distribution and loan processes (if applicable)

• Access to plan information online

• Integration with financial advisors and payroll companies (if applicable)

Plan Participant support

• Web-based, ERISA-compliant investment education

• Online access for plan participants to manage 401(k) accounts

• Online Enrollment Meeting for new employees/participants

• Phone and e-mail customer support

• In-depth online investment education

• 401(k) loan modeling (if applicable)

• Access to Myfinancialadvice.com (if applicable)