Fortune 360 Retire Better 401(k) - Plan Overview
The Retire Better 401(k)
Your Turnkey Retirement Plan Solution
The Retire Better 401(k) from Fortune 360 Group brings together advice, record-keeping, administration, compliance, custodial services, and participant education into one retirement plan solution. With the Retire Better 401(k) you can maximize the value for your firm and your employees, while paying fees among the lowest in the industry.
Highlights
- Choice of ERISA 3(21) or 3(38) plan fiduciary services.
- Low cost mutual funds, ETFs, target date funds, and actively managed models as investment options.
- Professionally managed, risk-based model portfolios available as individual investment options at no added cost!
- ERISA 3(38) fiduciary on actively managed model portfolios.
- Quarterly investment monitoring reports and plan analysis.
- Employee risk assessment to assist in investment selection.
- Interactive tools and educational resources for participants.
- Integration with most payroll providers.
- 404(c) compliance.
- ERISA 3(16) administrative fiduciary services available to reduce the day-to-day burden of managing your plan.
- Custom plan design to maximize benefits to you and your employees.
- Low, transparent costs with no hidden fees.
- Direct automation with most payroll providers.
- Signature-ready 5500 saving administration time.
