401k Payroll Processing Business Services

Robbie MossRetirement

  • Single point of contact for your 401k payroll processing Services401K portfolio next to calculator and financial newspaper
  • Same-day reply to all phone calls and email
  • 100% of electronic contributions (such as ACH) invested within 3 days of receipt of orderly data and funds
  • 100% of participant transactions processed within 3 days of receipt of orderly data and funds
  • Assumption of co-fiduciary responsibility to assist plans in meeting or exceeding fiduciary standards in regard to the performance of administration and record-keeping functions
  • Continuous data backup and unlimited customized reporting
  • New plans set up within 5 business days on receipt of accurate and reconciled data on our 401k payroll processing  Services
  • Will work with your TPA or FA to allow view only access to help with
  • All necessary testing-actual deferral percentage (ADP) testing, actual contribution percentage (ACP) testing, non-discrimination testing, top heavy testing, and new comparability testing
  • Form 5500s, Summary Annual Reports and other necessary forms prepared within 30 days of receipt of data
  • Customized enrollment kits
  • Participant statements with our 401k payroll processing Services
  • Broker/advisor payments processed within 24 hours of Plan Sponsor approval
  • Conversions completed within 10 business days on receipt of accurate and reconciled data
  • Distribution and loan requests processed within 5 business days
  • Online TPA census and contribution reports
  • Calculation of participant vesting balances