Plan Sponsors and Trustees

401K Retirement Partners LLC takes pride in helping organizations provide great retirement plans.

This equates to:

• Charging reasonable, fully disclosed "all in" expenses;
• Providing highly rated, diversified and well-balanced investment options that "stay good" over time (including third party vetting of investing options) and establishment of a program for replacing under-performing funds (ERISA 3(21);
• Offering responsive and comprehensive service, including the provision of personal and specific investment / retirement and financial planning advice;
• Providing advice to fiduciaries associated with compliance with ERISA and protecting fiduciaries from liability, including limiting liability.
  
  • Providing employees with the required disclosures and notifications associated with ERISA 404a-5
  • Notifying employees (in writing) that the plan is designed to comply with 404C. (Therefore fiduciaries may not have liability for losses associated with participant investment choices.).
  • Providing employees with the ability to choose from a broad range of investment alternatives consisting of at least three diversified options possessing materially different risk and return characteristics
  • Providing a Qualified Default Investment Alternative (QDIA), including Lifecycle or Target Date Funds, Asset Allocation Portfolios (e.g.  a balanced fund), or Managed Accounts (a  3(38)) investment manager.
    

The executives of 401K Retirement Partners, LLC bring over 90 years of combined experience to the table. As registered investment and advisory representatives they are licensed to offer and provide comprehensive investment, financial and retirement planning services. See CLIENT TESTIMONIALS.