IRS 5500 SF

We also created a prototype 401k plan for the IRS to approve that allowed for any of a range of choices for participant eligibility, employer contributions, 401k loans, and more to give clients the potential to create 401k plans that would prove popular with and beneficial to company employees. By using a single, pre-approved plan we saved a great deal of administrative time at each plan's set up; by allowing for lots of pre-approved customization flexibility within that plan, we ensured that clients could design plans truly suited to their needs - not to mention, amend their choices later, if their needs changed... We allow clients to choose families of mutual funds from any of hundreds of providers and/or self-directed brokerage accounts (Scwab, Ameritrade, etc.), which make available to the investor basically all publicly traded investments permitted by the IRS to accept 401k contributions. No spectrum of investments is broader than self-directed brokerage accounts... Low-cost IRS..