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   RE: 401k Plan Administrator for Small Business
 From: Jason Switz
 To: Valley of the Sun, Phoenix, AZ
 Posted: 08-25-2017 11:16
 Message: 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.

Jason Switz CPA, CCIFP
Chief Financial Officer
Chasse Building Team
Mesa, Arizona 85209
(602) 616-4831
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?


Brandon Hubbard, CCIFP
Accounting Manager
M. Greenberg Construction, Inc.
Gilbert AZ
(602) 956-0112

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