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Administrative Services

Administrative Services

At 401k Generation, we deliver comprehensive 3(16) 401(k) Administration services as your co-fiduciary, focusing on effectively managing essential plan operations, guiding clients through compliance with Department of Labor and IRS regulations and ensuring a more streamlined approach for our clients.

Client Onboarding

Our client onboarding process emphasizes clear communication and efficient setup, guiding you through each step to effectively integrate your plan with our platform.

Notice Distribution

We diligently manage the distribution of necessary notices and disclosures, with a strong focus on compliance and accuracy. Our methodical approach helps ensure that all regulatory communications are processed in a timely manner.

Concierge Service

Our Concierge Service provides support at both the plan sponsor and participant levels, assisting with all aspects of your 401(k) plan from enrollment, ongoing plan management, distributions, and ensuring a supportive experience.

401(k) Tax Filings

At 401k Generation, we diligently manage the filing of Form 5500 & 8955-SSA with federal agencies. Our service extends beyond filing; we actively assist with ERISA compliance and IRS inquiries, focusing on proactive measures to maintain compliance and minimize risks.

Benefits

Mitigate Liability Concerns

Mitigate Liability Concerns

401k Generation’s 3(16) administrative services are designed to assist with plan compliance, potentially helping to mitigate liability concerns. Our team's expertise in service delivery and plan compliance aims to streamline your plan operations, allowing you more time to focus on your core business activities.

Reduced Administrative Tasks

Reduced Administrative Tasks

We aim to simplify the administration of your 401(k) plan through our streamlined services. By handling many of the day-to-day tasks, including plan compliance and Form 5500 filing, we strive to provide a supportive environment where you can access a dedicated team for any plan-related inquiries.

Dedicated Support Team

Dedicated Support Team

Our dedicated support team is prepared to assist plan sponsors and participants with any questions regarding your 401(k) plan. With experience in servicing thousands of plans, we offer bilingual assistance, ensuring a professional and supportive experience for all our clients.

Team of Skilled Professionals

Team of Skilled Professionals

Our team, with an average of 15 years in 401(k) plan management, is dedicated to applying this wealth of knowledge to the effective daily administration of your company's plan. This commitment aims to provide an experience that is both insightful and user-friendly.

DOL and IRS Support

DOL and IRS Support

Navigating DOL and IRS audits can be challenging. Our team is equipped to provide support throughout the audit process, assisting in maintaining compliance with regulations and responding effectively to any inquiries.

Plan Design Support

Plan Design Support

Our proficiency in plan design is focused on customizing your 401(k) plan to meet your company's unique needs and objectives. We partner with businesses nationwide to craft personalized plan designs, utilizing our extensive collective experience. This approach is aimed at creating a plan that effectively supports both your business structure and your employees' retirement aspirations.