Is Your 401(k) Plan Working for You?

Find out how your company’s 401(k) plan measures up. Take our quick survey to see if your plan is working for you.

Take Survey
Evaluate Your 401(k) Plan Effectiveness

As your company’s Owner, CFO, or HR Representative, you carry the responsibility of ensuring that your organization’s 401(k) retirement plan is managed effectively. It’s essential to provide your employees with the assurance that their retirement savings are invested responsibly. One of the best ways to do this is by regularly benchmarking your 401(k) plan. Not only is this a best practice for successful businesses, but it’s also a requirement by the Department of Labor. Our survey helps you evaluate your plan’s effectiveness and ensures you’re meeting these important standards.

After completing and submitting this survey, we will provide you with a complimentary “Benchmarking Report” on your firm’s 401(k) plan. (a $500 value)

401(k) RETIREMENT PLAN PROFILE
Is Your Company In Compliance?

Eliminating IRS Form 5500 Filing Requirement
Reducing Fiduciary Liability
Reducing Administrative Burden
Outsourcing 95% of the Fiduciary Responsibilities
Improving Employee Communication and Education
One-Stop Shopping for Record Keeper, Section 316 Fiduciary (Administrative Fiduciary) Section 338 Fiduciary (Investment Fiduciary)
Flexible Plan Design
Fortune 500-Like 401(k) for Employees to Save for Retirement
Economies of Scale in the Form of Buying Power
Have you updated your 2024 benchmark report?
Have you updated your company-sponsored retirement plan in accordance with the Secure Act?
Are you happy with your current advisor

Book A Complementary Consultation

A&M Financial Group, INC

Advisory Services offered through AMFG Wealth Management LLC, a Registered Investment Advisor