Orlando 401k Specialists is a low-cost leader in providing 401(k) plans, Roth 401(k) plans, Solo 401(k) plans, SIMPLE IRA’s, SEP IRA’s, Payroll Deduction IRA’s, 457(b) Deferred Compensation plans, 403(b) plans, Defined Benefit plans and Specialty 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 send you a proposal and show you the difference we can deliver by locally serving and supporting you.
How We Are Different…
We will send your proposal within hours of contacting us. We will happily come to your office to make a presentation, even on short notice. And we will make your vendor selection process come alive in ways you never imagined. Lastly, our proposal will include unlimited 401(k) advice and financial planning support for you and your employees on-site at no additional charge.
What You Should Know…
All retirement plans are the same at their core. They consist of a set of investments and a set of fees to the employer and participants. That’s it! We evaluate plans everyday based on the strength of these three criteria. It does not matter if the name is Fidelity, Vanguard, American Funds, Nationwide, Transamerica or any other. And we should know, because we represent them all. We will teach you how to look at retirement plans the way we do so you can easily decide which of your vendor proposals is best, even if it’s not ours.
What We Believe…
We believe that your retirement should not be left to guesswork, and that is why we prefer to employ professional money managers inside your retirement plan to select and manage the investments in each participant’s accounts. We will provide what any clients asks, but we prefer not to propose the usual, self-directed retirement plan, where each participant is handed a menu of mutual funds and left to decide on your own how to invest your money. We believe that your retirement plan should do more, and that our proposal will compete mightily both on strength of offering and on low fees.
OUR PROPOSALS FEATURE…
- One low, flat annual administrative fee
- NO annual administrative fee for Solo 401(k)’s, SIMPLE IRA’s, SEP IRA’s and Payroll Deduction IRA’s
- Participant account fees are transparent and itemized by plan service provider
- Participant account fees decrease as the company’s plan balance increases (for plans with an annual fee)
- 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!