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Retirement Plan/
401 K Information

General Information
What Sets Us Apart
Services

For more information
call us at
1800-688-2611 ext 266
OR email us at
401Ksales@padmin.com

401K Information

Services

Installation & Takeover Fees

  • Initial plan, consultation, and design
  • Initial enrollment materials
  • Prototype documents
  • Assistance with Payroll formatting
  • Summary Plan description
  • Plan implementation checklist and forms

Annual Plan Administration & Recordkeeping Fees

  • Daily transaction and account valuation
  • Customized investment selections
  • Up to 25 fund choices per plan
  • Customized asset allocation portfolio capability
  • Online enrollment
  • Paperless loan processing and automated distribution
  • VRU (English)
  • Plan sponsor and participant internet access
  • Automated ACH payroll funding
  • Quarterly statements and summary reports mailed or viewable online
  • Annual compliance testing and signature ready IRS Form 5500

 

Buffalo - Raleigh - New York City - Los Angeles
Email: 401Ksales@padmin.com | Telephone: 1-800-688-2611 ext 266

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