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A Versatile Full-Service Plan
The ShareBuilder PLAN4MOST is a flexible 401(k) that allows you to build a retirement plan that specifically meets the business needs of your company. With the PLAN4MOST, you can design a simple plan that only allows employee contributions or you may choose to build a plan that matches employee contributions and/or allows employees to share in profits. |
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For Plan Sponsor:
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- Accommodates any size organization with more than 1 employee
- Startup and takeover plans for the following plan types: 401(k), Profit Sharing, and Safe Harbor plans.
- Exact daily valuation with real-time access to information
- Administrative Manual and Forms Kit
- Non-standardized Prototype Plan Document and Adoption Agreement
- Summary Plan Description (SPD) and Loan Policy
- Sample Board of Directors Resolution
- Government tax reporting – including 1099R and signature-ready Form 5500
- Complete compliance testing and tracking
- Web based contribution processing and ACH payment of deposits
- Accommodates integration with social security
- Access to purchase a required ERISA Fidelity Bond
- Full-service, online access to administer and monitor plan
- Toll-free access to customer service support
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For Employees:
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- Retirement investing with a diverse list of index funds across multiple asset classes
- Model portfolio selections designed for different investing goals
- Full-service, online access to check balances and manage account
- Online enrollment
- Online statements
- Annual statement mailed to the employee's home
- Access to tax-free loans
- Allows for account consolidation and rollovers
- Toll-free access to customer service support
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