Rules and Regulations

Since we are the leading education company in the broker dealer industry, our top servicing companies in the 401k area are up to speed completely on any new rules and retirement planning regulations. These laws may apply to certain states such as New York, New Jersey, Connecticut and Massachusetts. These regulations involve contributions limits, rollover rules, participation and more.

Education

Understanding your 401k plan completely for you and your employees is critical during the servicing period. Education should be a part of any service and administration agreement. When the plan participants fully understand the plan, including investment options - there is greater participation as a whole. The servicing broker should always keep in touch with the company with ongoing education. Our companies are here to asnswer any question you have whether it is fees, service, rules or general education.

We are rules and regualtion experts in every state for 401k and other company retirement plans. We can provide contribution, fees and other answers to companies located in New York, New Jersey, Florida, Ohio, Illinois, Connecticut, Rhode Island and any other state in the country.

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Planning Questions: (service for corporate plan managers)

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.

If you are an individual with a retirement account or any investment, insurance account and have a question, American Investment Training can help. You can submit your question to our Investment Retirement Plan Help form for individual investors or insurance issues.