Retirement Plan Services

Whether your company is large or small, National PEO offers 401(k) plan options such as basic plan with no match, safe harbor with match and boutique plan design to suit your needs and best of all we handle everything for you from set-up, to enrollment to post retirement services.

 

Money Tree

Benefits to your company include:

  • Personalized financial advisor to assist you every step of the way to make sure your company gets the attention you deserve
  • Provide required legal documents, including Summary Plan Description
  • Prepare annual federal Form 5500, as well as 1099-R as required
  • Perform quarterly nondiscrimination testing
  • Provider quarterly participant statements and management
  • Provide employer assistance through a toll-free support line, 24-hour online access, administration guide book, enrollment support and ongoing customer service
  • Process participant distributions, loans, hardships and terminations

National PEO offers nationwide 401(k) retirement services.  For more information, please contact our Benefits Department.