Retirement Plan Services

  • Investment Due Diligence – Market volatility makes it critical for retirement plan sponsors and fiduciaries to develop and maintain investment due diligence procedures and supporting documentation. 401K Generation will work with the retirement plan committee to develop and maintain your plan’s investment strategy.
  • Employee Communication and Education – An interactive communication program is critical to the success of your company’s retirement plan.  We review the wide variety of options available and create the most appropriate program for your particular employee population to help increase employee understanding and participation while increasing appreciation and utilization of thei benefit.
  • Plan Design Assistance – In these times of change, it is important to have a firm who understands the design and operational features of your company’s plan, and can help to review and update those features as needed.
  • Investment Fiduciary Assistance – we manage the entire process, hold enrollment meetings (including annual ERISA-required enrollment meetings) and employee education meetings. 401k Generation also permits complete disclosure and fee transparency to sponsors and participants – an important feature, as the 2006 Pension Protection Act (PPA) places emphasis on these areas within the defined contribution market.