Most plans don’t realize how simple it is to change the adviser and not disrupt the plan. For example, many companies are familiar with how easy it is to change the insurance agent on their group medical plan. Changing your retirement plan adviser is just as easy and sometimes even required.

Enjoy the support of our team of industry professionals and never miss a new law or regulation that impacts your plan. Enjoy the peace of mind, knowing your plan meets all the necessary requirements to be and remain, fully compliant. Whether you want to fully delegate your fiduciary duties by naming us as the 402(a) named plan fiduciary for your retirement plan or need a governance solution for your group medical plan — we’re here to help. Click on the links above to learn more about our professionally managed and fully outsourced governance solution.

We run every plan through the PLANALYTiQ analytic process to determine its quality in contrast to both national as well as proprietary benchmark data from plans with similar characteristics. Everybody thinks their plan is fine, mostly because they’ve been told so but, the complexity of 401k service models isn’t as straight forward as reading your fee disclosures. The good news is, we’ll provide the necessary transparency in an easy to read and affordable benchmark report.

Hourly rate $350 | Minimum $1000 + expenses

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The Ekstra401k is a multiple employer plan (MEP) which is a qualified retirement plan maintained by two or more employers who are not related under control groups, trades, businesses under common control or affiliated service groups. A participating employer (PE) is any employer that participates in the MEP. As plans join the MEP, plan assets remain separate but, allow for greater buying power. The MEP provides plan design flexibility while promoting greater cost efficiencies. Ultimately, benefiting the plan participants and providing more protection for you.