At Three Cord True Wealth Management, we understand that small business owners have to juggle multiple responsibilities. Managing retirement plans shouldn't be an additional burden. That's where our expertise in 401(k) plan administration comes into play, simplifying the complexities and making your life easier.

Specialized 401(k) Services

Our commitment to supporting small businesses extends to providing specialized 401(k) plan administration services. We go beyond the basics, offering a comprehensive range of services that aim to ensure your retirement plan is not only compliant but also a valuable asset for your employees.

Key Services We Offer:

Plan Design and Implementation: We work with you to design a retirement plan that aligns with your business goals and helps you attract and retain top talent.

Investment Selection and Monitoring: Our experienced professionals assist in selecting and regularly monitoring the investment options within your 401(k) plan to ensure they align with your plan's objectives.

Employee Education and Communication: We provide educational resources and communication tools to help your employees make informed investment decisions and maximize their retirement savings.

Technology Solutions: We provide participants with a user-friendly online portal for easy access to their accounts.

Employee Enrollment and Onboarding: We assist in onboarding new employees into the plan, ensuring a smooth transition and maximizing participation.

Annual Plan Review: We conduct an annual review of your 401(k) plan's performance, fees, and compliance to make necessary adjustments and keep your plan in top shape.

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The Three Cord Advantage

Our holistic approach considers 401(k) plan management as an integral part of your overall financial strategy. We integrate these services seamlessly, striving to ensure your retirement plan aligns with your business objectives and provides valuable benefits to your employees.

Partnering with Three Cord True Wealth Management means you can:

  • Offer competitive retirement benefits to attract and retain top talent.
  • Simplify administrative burdens, saving you time and effort.
  • Ensure that your employees have the resources they need to help secure their financial futures.

Our services in 401(k) plan administration go beyond compliance; it's about making your retirement plan an asset that supports your business's growth and your employees' financial well-being. Contact us today to learn how we can streamline your 401(k) management and help you and your employees work towards a secure retirement future.

Streamline 401(k) Management: Make Employee Benefits Simple and Effective.