The 401k Service Solution

The 401k Service Solution™ for Plan Sponsors.
Road-tested and proven for 401k plan success.

The 401k Service Solution™ is a road-tested and proven six-step program that educates and guides plan sponsors and fiduciaries through every aspect of 401k plan development and design, investment management selection, employee education, legislative changes, and ongoing plan administration and monitoring. Developed in 2004, this comprehensive program has been successfully applied throughout the United States since 2005. Available only through Professional Plan Consultants™ (PPCs) trained and certified to use this program, the 401k Service Solution™ will dramatically improve the way you manage your plan's tasks and fiduciary responsibilities.

The 401k Service Solution Six-Step ERISA Process captured a 2008 Signature Award from the Profit Sharing/401k Council of America. Click here to read the press release.

LEARN MORE...

Excerpt from the Foreword of the 401k Service Solution™ Handbook for Plan Sponsors and Fiduciaries

"In an industry where the retirement plan participants have become increasingly skeptical of those who are managing their financial assets, there is a real need for clarity on how best to ensure that a prudent investment process is being followed....

"The Practices developed by the Foundation for Fiduciary Studies provide the framework for a prudent investment process. They were written with the expectation that forward-thinking organizations like Financial Service Standards, LLC would provide more specific guidance on how best to implement them.

"The 401k Service Solution™ applies practical experience and expertise to provide detailed, comprehensive guidance on how to establish and properly maintain a retirement plan. It is information that is critical to both the plan fiduciaries and the professionals that advise them....

"I encourage all who have or share responsibility for the management of retirement plan assets to become familiar with their message and heed their advice."

- J. Richard Lynch
Executive Director
Foundation for Fiduciary Studies, Division of Fi360

Where do you need the most help?

1. Documenting Plan Goals and Objectives?
2. Writing and Applying the Investment Policy Statement?
3. Documenting Plan Expenses and Comparing them to Industry Averages?
4. Developing an Education Program Around the Needs of Plan Participants?
5. Managing the Plan?
6. Meeting the Fiduciary Standards of Care?

What Plan Sponsors are Saying

"The 401k Service Solution™ has been an excellent learning tool. It has helped to give me more depth and understanding of the different aspects of our plan and the administration process that will ensure we are in compliance and fulfilling our responsibilities as fiduciaries.”

- Kathleen Pouch
Manager of Payroll & Human Resource Services
Investment Committee Member
ESM Group, Inc.

“Businessmen are not experts on 401(k) plans. Most of us struggle to keep our personal investments in order, let alone dealing with the complexities of establishing plan objectives, providing plan participants with adequate training to prepare for retirement, meeting ERISA standards as well as substantiating plan particulars to public auditors.

"The 401k Service Solution initially brought a dose of reality to me and my partners by highlighting our ignorance in many areas. It then proceeded to educate us and provided an understandable process through which we could accomplish our objectives in a timely fashion. Thank you for your help.”

- Charlie Zak
President and CEO
CCMA