Big Plan Benefits in a Cost Effective Solution.
Simple Group Retirement Plan Solution
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Complete 401k makes it easy to provide a retirement savings plan for your employees. Our pooled employer plan (PEP) gives small and mid-sized businesses the same benefits of a large group retirement plan, without the associated costs or complexity. 401k Extra manages all aspects of the plan including set-up, enrollment, operations, compliance, and more.
Our innovative solution is designed to help:
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Reduce employer liability
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Offload administrative workload
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Lower participant fees & amplify their experience
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Access premium, low-cost investments
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Curious about effective group retirement plan solutions? We can help you find a plan that suits your needs with a complimentary plan analysis.
Complete 401k provides a cost-effective solution for employers who want to offer their employees retirement savings plans. Our comprehensive PEP 401k plan is perfect for small to mid-sized businesses, providing ample fiduciary support and easy implementation.
Select Plan Provisions | x | x | x |
Coordinate & Submit Payroll/Plan Contributions | x | x | |
Compile & Provide Year-End Census Data | x | x | |
Select & Monitor Designated Service Providers | x | x | |
Quarterly Investment Reports | x | x | |
Investment Fund Selection & Monitoring | x | x | |
Investment Policy Statement & Compliance | x | x | |
Plan Document Amendment | x | x | |
Plan Trustee Responsibility | x | x | |
Review & Approve All Plan Withdrawals/QDROs | x | x | |
Annual Plan Form 5500 Filings | x | x | |
Annual Plan Audit (100+ participants) | x | x | |
Annual Participant Notice Distribution | x | x | |
Annual Plan Benchmark | x | x |
Employer
Responsibility
(without 401k Extra's service)
Employer
Responsibility
Pooled Plan
Responsibility
Single Employer Plan
Complete 401k
*NOT A COMPLETE LIST