Retirement Services

Offer your employees a competitive 401(k) plan, without the worry of constant administrative work. Our Retirement Services, working with Ameritas Retirement Plans, can design a 401(k) plan just for you. Then weʼll take care of all the setup, including plan documentation, record keeping, employee education and more.

Key Features

• Customized Plan and/or Conversion: Tailor a 401(k) plan to support your goals with help from Ameritas Retirement Plans.
• Plan Documentation Preparation: Weʼll prepare all the documentation, including Adoption Agreements, Summary Plan Descriptions and the Employee Communication Enrollment Package.
• Fiduciary Handbook: Helps you understand your companyʼs fiduciary responsibilities, and includes a checklist of compliance requirements and a sample investment policy.
• Online Access: Access online contributions and annual reporting through a secure website.
• Personalized Service: Receive responsive, personalized service from a single-source contact.
• Quarterly Fund Performance Review: Provide a Quarterly Fund Performance Review that could be incorporated into the plans fiduciaryʼs due diligence procedures.
• Educational Materials: We provide educational materials for plan participants including investment calculators and assistance in making informed decisions.
• Diverse Investment Platform: Choose from more than 60 investment options, representing 20 respected fund managers, including domestic and foreign stock funds, a diversified menu of bond funds, real estate and asset allocation.

Contact us today to find out more.