401(k) Recordkeeping
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Participant investment 401(k) Recordkeeping is crucial to the success of any 401(k) Profit Sharing Plan. Employees want to know and see the mutual funds they are invested in and the value of their account balances daily. PlanPerfect tracks and posts the interest, dividends, and gains of each participant’s account on a daily basis. The employee has the ability to change their fund mix 24/7 without any intervention by the employer through an easy-to-use portal. This daily accounting ensures your Plan is in compliance.

401(k) Recordkeeping Services

Daily recordkeeping services for 401(k) Profit Sharing Plans include:

  • Daily updates of share prices, and individual account balances
  • Processing plan trades, including contributions, distributions, and fund transfers
  • Quarterly benefit statements
  • Participant & Plan Sponsor disclosure notices
  • 24/7 Access to your account
  • SMART PLAN – online video tutorial and enrollment

401(k) Recordkeepers & TPAs: PlanPerfect

PlanPerfect knows how it important it is to have a great retirement plan that works for you and your company’s goals. Recordkeeping is only one piece of the puzzle. Discover PlanPerfect’s other services including plan design, plan administration, and compliance. Contact us today for a consultation!

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