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401k Broker Dealer Company
American Investment Training works with the top 401k companies in the service area for small business or larger company entities with employees. We train the top firms and our professionals are here to answer any question you have related to 401k plans, rules or if you are looking for a strong servicing manager or broker dealer.
Audits and Rules
Our top 401 k plan firms are experts in knowing the current rules and regulations related to company retirement plan issues. The broker dealers who we work with are always keeping the retirement plan manager, HR or owner aware of any issues related to tax and ERISA audits and other rules and compliance issues.
Fees
When choosing the right company to service and administer your plan, keeping fees reasonable and disclosing all 401k plan fees is a top concern. Sometimes there are hidden admin and other servicing fees involved or that appear later. This is not something that a large 401k company plan dealer that we represent ever does. Education plays a large part in the disclosure process - both to you and the employee. You can contact us directly with any 401k Question. We are experts in all of the current rules, regulations and audit issues. This is a free service to our corporate website visitors and customers.
Investing Plan Choices
Not only should the company and servicing include a large selection of funds and options, but education should play a major part. Educating the employees, managers and HR people is most important. Studies show that company plan employee participation is greatly increased by the knowledge the participants have with the investment choices the company (broker dealer) provides and shows. 401K plans are most successful when the whole company participates and is involved. Our companies are on the high end of service, education and investment choice management.
States
We have company contacts in every state incuding New York, Florida, New Jersey, Ohio, California, Connecticut, Massachusetts and more...
Retirement Plan Links for Employers and Investors
Plan - In Service Distribution - 401 k Company - 401k Administration - Small Business Retirement Plan - Self Employed Plan - Plan Servicing Company - 401k Investing -
Company Plan Provider
Let Us Help:
If you are an individual with a retirement account or 401 k and need assistance with in service distribution or other transfer rollover questions, American Investment Training can help. You can submit your question Here.
If you are a company in need of servicing questions for your employees or have questions on fees, compliance or other areas of concern, please use our Company Retirement Plan Help Form
401 k Advice - Discussion Blog for Plan Administrators, Employers and Employees.
Copyright  2006 American Investment Training, Inc.
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