Orlando 401k Specialists is a leader in providing low-cost 401(k) plans, Solo 401(k) plans, SIMPLE IRAs, SEP IRAs, 403(b) plans, 457(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 individuals, small businesses, large corporations and local and state governments with IRAs, retirement plans, investments, life insurance, disability insurance and annuities.
In our new book 401 CONFIDENTIAL you can learn how employees can take the lead and drive change within companies by working with management to assess and then secure lower retirement plan fees for everyone in the organization.
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