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Daily Valuation Recordkeeping |
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Daily valuation of all participant accounts using share accounting and including the use of an accrual method where unfunded amounts are cleared tracked and identified. |
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Investment Freedom |
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As an independent administrator, we have access through our alliance partners to thousands of no-load mutual funds from hundreds of fund families. If you need assistance in determining the best funds for your plan, we have the tools to allow you to make an informed decision as a Plan Sponsor. |
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Open Architecture |
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Just as no two companies are the same, no two plans are exactly the same either. web401k specializes in customizing our services to meet the needs of each individual plan. |
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Internet Access |
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Account access for participants and plan sponsors with numerous tools for obtaining information on their retirement savings. To request a demonstration click here. |
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The Plan Reporting Hotline |
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Traditional toll-free telephone access to account information for participants and plan sponsors. |
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Compliance Oversight |
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Semi-annual compliance testing and continuous monitoring of limitations throughout the year. |
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Eligibility Determination |
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Employee eligibility determination and per-payroll monitoring of eligible employees. |
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Document Design and Consultation |
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Document maintenance to ensure government compliance. Assistance in developing the best plan to meet the needs of the Plan Sponsor and ensure your employees meet their retirement goals. |
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Form 5500 Preparation |
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Signature ready Form 5500's are provided each year. Our audit department will also coordinate with your plan's independent auditor (when an independent audit is required) to assist in the completion of the audit. |
