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PLAN4MOST
is a flexible 401(k) solution that allows your client to build a retirement
plan that meets their needs. Your client can design a plan that is very simple
and only allows employee contributions or a more robust featured plan that
matches employee contributions and/or allows employees to share in profits.
Leverage our high-touch service model and your client will be free to focus on
running their business.
PAi's comprehensive servicing allows financial advisors to increase assets under management with PAi's accessible contact center experts and assistance with marketing and selling initiatives.
PLAN4MOST supports some of the more common types of plans including:
- 401(k)
- 401(k) with an employer match
- 401(k) profit sharing
- 401(k) safe harbor
- Age-Weighted profit sharing plan
- New Comparability profit sharing plan
- Super New Comparability profit sharing plan
| For employers: - For small businesses with a minimum of 2 employees - True daily valuation with real-time access to information - Up to 15 investments - Non-standardized Prototype Plan Document and Adoption Agreement - Summary Plan Description (SPD) and Loan Policy - Administrative Manual and Forms Kit - Board of Directors Resolution - Complete compliance testing and tracking - Government tax reporting - including 1099R and signature-ready Form 5500 - Web based contribution processing with ACH transfers - Quarterly plan summary reports for the employer and financial advisor - Annual SAR mailed to the employer for distribution - Annual Safe Harbor Notification mailed to the employer for distribution - Access to purchase a required ERISA Fidelity Bond - Accomodates integration with Social Security - Roth 401(k) feature - Toll-free client relationship support - Full-service Internet access for the employer, employee and financial advisor |
| For employees: - 24 hour toll free access to the Voice Response Unit (VRU) - Toll-free access to client contact center - Full-service Internet access - Quarterly statements mailed to employee's home |
Click below to download a printable PDF file.
