Orlando 401k Specialists is a leader in providing 401(k) plans, Roth 401(k) plans, Solo 401(k) plans, SIMPLE IRA’s, SEP IRA’s, 529 College Savings Plans, 457(b) Deferred Compensation plans, 403(b) plans, Defined Benefit plans and Cash Balance plans to companies and municipalities throughout Central Florida and 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 by locally serving and supporting you.
We Are Different…
We take time to get to know you. We take time to get to know your business. If you have a retirement plan and have come to us looking for change, the first thing we will ask you is what you like and what you 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. Why? We don’t build retirement plans for us. We build them for you.
We Focus On You…
Businesses are as unique as fingerprints, and so are the retirement plans we build. From the sole proprietor to the Fortune 100 company, every business and every business owner calls for something different. Our primary concern is finding out what you want, giving you options and then creating THE plan that delivers exactly what you envisioned for your business and your employees.
We Go Above And Beyond…
Collaborating with you from day one of meeting you, to the day we launch your plan and on a routine basis thereafter is what we do. We support you. We support your employees. And we work together to ensure that you meet your fiduciary obligations as a plan sponsor. We strive to stay on the cutting edge of our industry and provide excellence in everything we do.
EXPERIENCE THE DIFFERENCE…
- One low, flat annual administrative fee
- NO annual administrative fee for Solo 401(k), SIMPLE IRA, SEP IRA & 529 College Savings Plans
- Seamless integration with Paylocity, Paychex, ADP, Paycor and Namely payroll
- A single point of contact for all plan services
- Participants receive a weekly email newsletter
- Participants receive unlimited, on-site 401k advice and financial planning support
Let Us Show You How Good Your Retirement Plan Services and Support Can Be!