Sept. 7 2010 Tuesday 11:46
 
 

401(k)

Rogers & Associates designs 401(k) plans that are much more than just payroll reductions.  We 401(k) programs for your objectivesprovide a bundled package that not only meets your objectives and provides your employees with opportunities to become investors, but also fulfills your responsibility as a fiduciary.

 

Using the latest in web technology, our interactive web system provides data 24-7, not just to participants, but sponsors as well.

 

Sponsors have the ability to monitor the plan’s assets, view investment and plan performance, track transactions as well as retrieve historical data.  Reports on demand, educational data, enrollment forms, loan applications and historical benefit statements are among the many items that a Sponsor will be able to access.  Visit our account login and take a test drive by entering Account ID 100200300 and password 123456.

 

401(k)  monitor programsParticipants not only make election changes and fund transfers and/or fund realignments through our system, but can change beneficiaries, view rates of return on their individual accounts, obtain fund performance as well as view or print all historical transactions by fund and source.  Other features include reports on demand, access to historical benefit statements and various forms in addition to loan modeling and loan request capability.

 

Whether your desire is to provide a stand-alone 401(k), a safe harbor 401(k) or even a KSOP, our staff of consultants will work closely with you to design the best 401(k) in America for your company.