401(k)

By leveraging new legislation and complying with current regulations, the isolved 401(k) plan enables your organization to reap the rewards of economies of scale while freeing you from the daunting tasks of running your own.

Let us manage your 401(k) so you can manage your business.

88% of workers consider a 401(k) is an important benefit

According to the Department of Labor, retirement options are only available to 53% of employees at businesses with less than 100 workers.

Yet 88% of workers say a 401(k) is an important benefit and 81% say it impacts their decision on where to work. Unfortunately, many small businesses are unable to offer one due to prohibitive costs and overly complex set up and administration.

Your Responsibilities isolved 401(k)	Your Responsibilities Third Party 401(k)
Sit back and relax	Plan expenses based on plan size Administrative burden Required notice delivery Payroll updates and submission Year-end census Plan audit 5500 filing Form 945, 1096, and 1099 preparation Correct fidelity bond coverage Loans Qualifying hardship withdrawals Fiduciary liability Investment monitoring Monitor pending legislative actions Trustee duties Education/enrollment Web access - not every provider has app Potential Plan Audits Annual Census collection Processing distributions after termination

Your Responsibilities
isolved 401(k)

Your Responsibilities
Third Party 401(k)

Sit back and relax

Plan expenses based on plan size
Administrative burden
- Required notice delivery
- Payroll updates and submission
- Year-end census
- Plan audit
- 5500 filing
- Form 945, 1096, and 1099 preparation
- Correct fidelity bond coverage
- Loans
- Qualifying hardship withdrawals
Fiduciary liability
- Investment monitoring
- Monitor pending legislative actions
Trustee duties
Education/enrollment
Web access - not every provider has app
Potential Plan Audits
Annual Census collection
Processing distributions after termination

Lower Costs and Save Time

Assets and administration are aggregated through economies of scale.

Competitive Strength

Gain a competitive edge by attracting and retaining engaged talent.

Advisory Team

Professional support to meet all regulatory obligations for attaining compliance.

Turnkey Solution

Easy to get started and maintain with virtually no administrative burden.

Payroll Integrated

Consumer-grade technology promotes self-service management and enrollment.

In Good Company

Delivered by Transamerica, the 401(k) leader in the U.S.

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