Masso Torrence Wealth Management | 401k Plan Consulting
270 N. Elmwood Rd,
Suite H-160
Marlton, NJ  08053

Phone: 856-988-6664
Phone (Toll Free): 856-988-6664

 

Designing a Plan

Help Maximize Satisfaction

Designing a Plan to Help Maximize Satisfaction

We focus on designing a plan that can streamline your administrative responsibilities, maximize plan provisions, and promote employee satisfaction.

Plan Design

Employer contribution modeling and analysis

Review of plan eligibility and distribution provisions

Optimal use of “safe harbors,” such as 404(c) and default alternatives

Compliance with legislative and regulatory changes

Vendor management and due diligence

Ongoing fee benchmarking and analysis against other vendors and plans

Vendor search services, including:

  • Gathering responses, data, and pricing from several plan providers
  • Analyzing costs, services, and investment choices
  • Facilitating finalist meetings