401k Retirement Plans

 

Chrome Asset Management provides retirement plan solutions for small businesses.  Whether you have hundreds of employees or are a sole proprietor, we can assist you with setting up a new 401k plan.  We also help companies evaluate and modify existing retirement plans to ensure the benefits are maximized for plan participants.

 

There are many benefits a properly designed 401k can provide to a company. Tax savings, ability to recruit and retain talent, and employee loyalty are just a few benefits a properly designed 401k can provide to a company.

 

401k Custom Features

  • Roth Contributions
  • Cross-Testing
  • Web-based Services
  • Custom Investment Models
  • Personal Choice Retirement Accounts (PCRA)

What's Included

 

Plan sponsors will have a dedicated financial advisor to assist them with setting up and choosing custom features for the retirement plan.  The next step is to educate educating employees about the plan and investment options. Once employees have learned about the 401k plan, we help them get enrolled and setup for automatic salary deferrals. Throughout the process we work with company payroll departments to keep track of the deferrals and employee census information.

 

Once the plan is up and running, our advisors are there to help employees make investment decisions, setup online access, and make changes to their profiles. This is a key difference between Chrome Asset Management and other plan providers. We are always available and provide ongoing education and updates to participants.

 

Another key feature of our services is the compliance and back office administration of the plan. Maintaining a ERISA and IRS compliant plan can be complex and time consuming. While we handle the administration, maintenance, and setup of the plan, you can focus on growing your business.