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401k Plan Administrator for Small Business

  • 1.  401k Plan Administrator for Small Business

    Posted 08-24-2017 11:28
    I posted this in the General CFMA forum, but thought I'd post it here as well to see if anyone has any local recommendations.

    My company is looking to move from a Simple IRA plan to a 401k plan for 2018, due to the higher contribution limits. We currently have 5 participants in our retirement plan. I would like to continue with Fidelity as the front end user interface/fund selection, but they indicated that they won't administer a plan for a company our size. We need to start the plan with a 3rd party administrator and then integrate with Fidelity.


    Does anyone have any recommendations for small business 401k administrators?

    Thanks,

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    Brandon Hubbard, CCIFP
    Accounting Manager
    M. Greenberg Construction, Inc.
    Gilbert AZ
    (602) 956-0112
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  • 2.  RE: 401k Plan Administrator for Small Business

    Posted 08-25-2017 11:16
    We recently began a transition with our 401K plan and as part of our due diligence chatted with a few advisors, two of which were local.

    • Gina Cizek, CFP® AIF®, Client Services Manager, 401(k) Advisors, 480-304-5290
    • Jaron Carmichael, CPA, PFS, CFP®,Wealth Manager, Rowland Carmichael Advisors, Inc., 480-421-2660

    I'd recommend both of these firms as possible candidates to assist you.

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    Jason Switz CPA, CCIFP
    Chief Financial Officer
    Chasse Building Team
    Mesa, Arizona 85209
    (602) 616-4831
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  • 3.  RE: 401k Plan Administrator for Small Business

    Posted 08-25-2017 12:47
    Matthews, Gold, Kennedy, Snow (MGKS) is local TPA firm. Alan Gold 602-296-3104

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    David Miller CCIFP, CRIS, CTP
    Cfo / Treasurer
    Jokake Construction Services, Inc.
    Phoenix AZ
    (602) 224-4573
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