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 investors, families, small businesses, large corporations and local and state governments with financial planning, investments, life insurance, disability insurance, annuities, employee benefits and ACA & ERISA compliance services. We also excel in college planning by helping families reposition their assets to maximize college financial aid.
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 internal plan fees puts a staggering drain on 401k account balances. These fees exist in every 401k plan but are not included in mutual fund expenses. 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, on-site 401k advice and financial planning support
Let us show you how good your retirement plan services and support can be!