Why Choose Us?

Our Approach

When it comes to retirement plans, one size does not fit all. With so many options available, businesses need help evaluating the alternatives and developing a retirement plan solution that’s tailored to the needs of their company and their employees. 401k Plus does not sell “pre-packaged” services. Instead, we get to know you, your business, and your employees. We carefully analyze your needs to provide you with a plan that is customized to meet your goals. Then we prepare all the documents, integrate and manage the plan’s investments, and report to plan participants, management, and government agencies. Whether we are designing a new benefits plan for your company or simply taking over the administration of your current plan, 401k Plus delivers convenient, cost-effective services for you and your employees. That means you can spend your time focusing on your business, rather than worrying about your benefits.


Plan sponsors are offered an outstanding selection of investment options, including thousands of individual mutual funds from hundreds of fund families. Among the choices are names you know and respect, such as Fidelity, Vanguard, PIMCO, Schwab, BlackRock, Dodge & Cox, DFA, Janus, Loomis Sayles, Brown Capital, Putnam, MFS, Oppenheimer, Franklin Templeton,  Invesco, American Century, T. Rowe Price, and American Funds.

Our 24-hour voice response system allows plan participants to obtain current account balance information and move money among a variety of investment options.

401k Plus online lets participants check their current account balance and move among investment options, as well as research investment alternatives, update personal information and more.

On-site education meetings, allow us to personally update your employees about changes to their plan and answer any questions that might arise. Annual on-site employer meetings offer plans managers and 401k Plus the opportunity to discuss any concerns with or recommendations for your company’s current plan.