Retirement Plans
We believe there is a new way to 401(k)!
It’s simple, easy and efficient
You Choose!
- How to design your plan
- How to administer your plan
- How to pay for your plan!
Who it is for?
- Business owners
- Retirement Plan Committees
- Human Resource Officers
- Retirement Plan Administrators
- Plan Fiduciaries
How we can help?
- Am I meeting my Fiduciary responsibilities?
- Is my retirement plan compliant?
- Are costs and fees for my plan competitive?
- Are my investments performing well? Do they match my plan strategy?
- Am I confident that all my employees are ready for retirement?
Why Suite(k)?
Are you aware that as a plan administrator, you are a Fiduciary? SUITE(k) was designed to make sure that, as a Fiduciary, you are prepared to address the following:
- Are you confident you will be ready in the event of a Department of Labor (DOL) or IRS Audit?
- Have you identified who the Fiduciaries are for your plan and their respective roles and responsibilities?
- Are your policies and procedures clearly identified, reviewed periodically, and documented?
- Do you have a systematic process for evaluating your plan investments and benchmarking fees?
- Do you follow an annual compliance calendar for timely filing of required forms and distribution of participant notices, and is this documented?
SUITE(k) assists in many areas of Plan Administration to help keep your Plan compliant.
Type of retirement plans
- 401(k) & Profit-Sharing
- 403(b)
- Cash Balance
- Defined Benefit
- SIMPLE IRA
- SEP
What type of Plan do you have & why?
Is it the best plan for your company?
How do you know?
SUITE(k) can benchmark your Plan for you and let you know for sure!
What to expect?
Retirement Plan Design.
Customized Employee Education and Financial Planning Services.
With retirement being one of the greatest concerns and challenges most employees face, we want to make sure your employees can retire with confidence. We provide a hands-on approach to educate employees on how to build better retirements. www.seedsuitek.com
Mergers & Acquisitions.
If you are considering purchasing or acquiring another company, SUITE(k) can help you evaluate the Purchase and Sale Agreement before execution. Having an in-depth understanding of how these types of corporate actions impact your qualified plan will help you avoid potential future liabilities.
Adherence to Fiduciary Plan Requirements.
We can help you navigate plan requirements, assess your fiduciary risk, and customize ways to help you reduce future potential risks.
In-Depth Retirement Plan Provider Analysis and Selection.
Do you need help with your current plan or are you looking to start a plan? We can help. We can also provide a complimentary fee benchmark, so you know what you are currently paying vs what you could be paying.