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