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.