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   RE: 401k Plan Administrator for Small Business
 From: David Miller
 To: Valley of the Sun, Phoenix, AZ
 Posted: 08-25-2017 12:47
 Message: 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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Original Message:
Sent: 08-24-2017 11:28
From: Brandon Hubbard
Subject: 401k Plan Administrator for Small Business

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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