5 things to consider when choosing 401k Administrator

3. When it comes time to file all of the 401k forms, you will want a 401k administrator that constantly reminds you of what you need to do.  Lets face it, you are busy running a business and sometimes you forget what you need to do with the 401k.  Your 401k administrator should be reminding you every month or every other month of what forms need to filed and when they need to be filed by.  Don’t settle for a 401k administrator that sends you one reminder letter and you never hear from them again.

4. A 401k administrator should never tell you that you can save money by doing your 401k plan administration yourself. Or that 401k administration is easy, simple, and shouldn’t take more than 30 minutes per month to run.  Fact is, if 401k administration were simple, everyone would be doing it themselves.  Unfortunately 401k rules are complex and the job of your 401k administrator is to make sure your plan is in compliance.

5. Can they offer you a Tax Free 401k? Yes the rules do permit you to withdraw money from your 401k Tax Free. It is a strategy that very few people know about. To learn more about the tax free strategy, visit our Tax Free Page

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