401(K) Plan Administration

 

 

 

 

 

 

 

 

 


Oftentimes, 401(k) plans are the plan of choice for employers establishing retirement plans.  We perform record keeping services for the participant in the plan and provide a detailed report for the employer.  Our record keeping services include:

  • Tracking Account Balances and Investment Elections
     
  • Regular Statements of Contributions and Earnings
     
  • Communication with Investment Providers
     
  •  Preparation of IRS 1099 Tax Forms
     
  • We can help you design the plan which best satisfies your needs.

With our services, you are free to choose the investment vehicle of your choice.
 

 

Erie Office: Bayview Office Park • 410 Cranberry Street, Suite 210 • Erie, PA 16507 • (814) 455-4550

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