Compliance and Consulting

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 Don't let your 401(k) plan become out of  compliance by not fully reviewing and understanding your firms'  obligations and rights when it comes 401(k) plan mergers.  There  are several options a firm has when two or more employers merge and  retirement plans are present. 

 Failing to properly terminate and  liquidate your plan in a timely manner may cause serious compliance  issues and severe fines and penalties.  Unfortunately this has become  one of our most sought after services in this economic environment. 

 We provide 401(k) and 125 employee educational enrollment meetings, even  if your current 401(k) vendor doesn't provide the annual employee  education.  Annual education must be provided as part of your fiduciary  duties as plan sponsor.
 

Contact us for quotes on any of these specialized services. 

Factor Admin
Phoenix, AZ
602-432-2208