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Select
the right 401(k) Recordkeeper
The following 401(k) recordkeepers provide excellent services such as recordkeeping, daily valuation, statements mailed to participant's homes and virtually all the
basic services a 401(k) plan sponsor/employer might wish to offer employees.
The
Pension Specialists, Ltd. wraps its consulting, ERISA, Department
of Labor, and Internal Revenue Compliance Services around these basic services-combining with these recordkeepers to provide the
highest possible level of service to plan sponsors and participants.
Note:
There are differences between these basic 401(k) recordkeepers.
The services,
features and charges vary significantly from vendor to vendor.
A
fundamental service of the The Pension Specialists, Ltd. is to assist
you in evaluating the services and features to assure you the best
fit with your
objectives and core values.
Mutual Fund Company Sponsored Recordkeepers |
Trust Company Sponsored Recordkeepers |
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| Insurance Company Sponsored Recordkeepers |
Bank-Owned Trust Company Recordkeepers |


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ThePensionSpecialists,Ltd. regularly considers and evaluates additional
401(k) plan recordkeeping platforms for inclusion with the list here.
Please check-back with us periodically to see what platforms we add.
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