Fiduciary File Checklist

for 401(k) Plan Sponsors

Our Fiduciary File Checklist and Expertise in Plan Sponsorship Can Save You Time and Money

As an employer, offering a 401(k) plan to your employees can be incredibly rewarding. However, it is also a challenging undertaking – one that requires much of you, including meeting your fiduciary obligations to plan participants each year.

Gain back valuable time to focus on your business.

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At Paces Ferry Wealth, our holistic approach to retirement plan consulting, management and administration provides plan sponsors with a comprehensive understanding of all facets of their plan and the regulatory effects of their recommendations and decisions. Your plan participants are relying on you to meet your fiduciary obligations, and outsourcing your plan sponsorship means you can rely on us to ensure you fulfill all requirements.

In addition to the Fiduciary File Checklist, we also offer 401(k) plan sponsorship outsourcing that provides small and medium-sized business owners like you with a cost-effective way to save time and money, while avoiding potential IRS penalties by ensuring your plan is administered correctly and your fiduciary obligations are met.

Learn more:

Five Reasons to Outsource Your Plan Sponsorship & Fiduciary Obligations

Our team of professionals is here to help.

Planning to contribute to your grandchild’s future is wonderful. Choosing the right vehicle for making those contributions is complicated. If you or your loved one is looking for guidance, book a call with us today. To learn more about the Paces Ferry team check out our about page or our linked profiles.

Paces Ferry Wealth Management Team 529 plans and trusts

It’s never too late to take the first step or get a second opinion.

We want to hear from you. To see if we’re a good fit, we’d like to know more about what you’re looking for in an advisor.

Fill out the following short form and we’ll make time to sit down and talk about your unique situation.

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2849 Paces Ferry Rd SE, Suite 660
Atlanta, GA 30339

connect@pacesferrywealth.com

404.480.5200

PACES FERRY WEALTH ADVISORS IS A REGISTERED INVESTMENT ADVISOR WITH THE UNITED STATES SECURITIES AND EXCHANGE COMMISSION. Registration does not imply any level of skill or training. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.