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1.  401k Plan Administrator for Small Business

Posted 25 days ago
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 24 days ago
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 24 days ago
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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