Orlando 401k Specialists is a leader in providing low-cost 401(k) plans, Solo 401(k) plans, SIMPLE IRAs, SEP IRAs, 457(b) plans, 403(b) plans and defined benefit plans to companies and municipalities across the U.S.. Whether you are starting a new plan or going through vendor selection to replace your existing plan, we greatly appreciate the opportunity to meet you and show you the difference we can deliver.
Who We Serve…
We serve individual clients, small businesses, large corporations and local and state governments with retirement plans, investments, life insurance, disability insurance and ACA & ERISA compliance services.
We Are Different…
We take time to get to know you. We take time to get to know your business. If you have come to us looking for change, the first thing we will ask you is what you like and don’t like about your current plan. If you are just starting a plan, we are going to ask you what you expect from your plan and what you hope to accomplish. We strive to stay on the cutting edge of our industry and provide excellence in everything we do.
Do 401k Fees Matter?
Each .10% in avoidable fees puts a drain on 401k account balances. Click here to see the solution.
Retirement Plan Features…
- One low, flat annual administrative fee for most plans
- NO annual administrative fee for Solo 401(k), SIMPLE IRA, SEP IRA & 529 College Savings Plans
- Seamless integration with Paylocity, Paychex, ADP, Paycor, Namely payroll and more
- A single point of contact for all plan services
- Participants receive a weekly email newsletter
- Participants receive unlimited 401k advice and financial planning support
Let us show you how good your retirement plan services and support can be!