We provide 401k Outsourcing Solutions for companies seeking professional fiduciary oversight of their retirement plans.

We are the industry’s most experienced independent team of retirement plan outsourcing experts.

As the industry leader in 401k outsourcing, The Platinum 401k program allows employers to outsource many of their traditional duties and responsibilities associated with running a retirement plan for their company.

The program offers: –

Retirement Plan trustee services

– Independent ERISA 3(38) Investment Fund Selection and Oversight

– Offloading of all 404(a) (5) notice requirements

– 408(b) (2) notice oversight

– Elimination of Plan Document Restatement fees

– Preparation of annual Form 5500 and all compliance testing services

– Low cost index fund solutions

We can work with your local adviser to craft a program that is tailored to your company and your participants. As an independent fee-for-service provider, we have the ability to work with several major service providers in the industry.

We would welcome the opportunity to show you how our program can provide you and your employees with a cost-effective fiduciary solution to your retirement plan needs.


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