401(k) Recordkeeping

Recordkeeping of a 401(k) plan involves the bookkeeping of the plan, to include the daily execution of trade orders, allocation of assets to participants, and account reconciliation. Our services include:

We choose to bundle our 401(k) Administration and Recordkeeping services together. By doing this, we’re able to prevent items from slipping between the cracks that can happen when data moves between entities.