Outsourced Retirement Plan Solutions for ACA/NE Members!
The Platinum 401k™ Program Is Changing The Way
That America Saves for Retirement By...
- Overseeing both operational and investment functions of your plan as the 3(16) Plan Administrator
- Eliminating Annual Form 5500 filing submissions (we do these for the employer)
- Eliminating Plan Document restatement fees
- Mitigating 408(b)(2) Fee Disclosure workload
- Dramatically reducing employer-level fiduciary liability by delegating many of these responsibilities to independent ERISA fiduciaries
- Utilizing and overseeing a CEFEX-Certified ERISA 3(38) Fiduciary Investment Manager to eliminate investment selection and monitoring risks for the employer
- Dramatically reducing plan audit fees for plans subject to this annual requirement
- Offering programs from among the industry’s leading 401(k) retirement plan providers and much more!
Contact us today for more information on this exciting program!
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James J. Cellucci
UBS Financial Services Inc. 10 Chestnut Street, Suite 600 Worcester, MA 01608 Office: 508-798-7100 Email: james.cellucci@ubs.com |
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