401k Plans

We are the premier 401k plan specialist in Arizona where we provide state of the art plan design, management and employee education to assure maximum employee participation and satisfaction. We believe all employees should have the opportunity to secure a financially sound retirement and we design plans solely for the participants so they may achieve their goals. 

The following links are to articles and blogs that we think are important for you to read and think about as a plan fiduciary.

Duty to Follow Plan Terms
Sole Benefit Rule	Duty of Prudence	Duty to Diversify
What is a QDIA and should I invest in it?	Should I invest if my company doesn't match?	Do you need a committee?
Why Invest in a 401k	Are expenses to high in your 401k?	your 401k have great funds?
The Questionnaire	Are Your Employees Stressed Out?	Mid year Checkup
Annual Plan Review	Benchmarking Your 401k Funds	Should we have a Retirement Plan Committee?
Why Benchmarking?	How much should I save?	Motivating Savings
When is Retirement Right?	Can You Retire?	Our top 10
Creating a Repeatable Process	Evaluating Your Fiduciary Process	Customize Your Plan Design
Are your Employees Stressed Out	Contribution Limits	How is Your Plan Doing
Corrective Distributions	Health Savings Accounts	Financial Stress
Financial Marathon	Employer Match	Dealing with missing participants
Lift Newsletter	Advantages of a Safe Harbor Plan	Harnessing the Power of Compound Interes
Lift Newsletter	The Dreaded 401k Refund	Fiduciary Vault