A BOUTIQUE 401(K) THIRD-PARTY ADMINISTRATOR
Decades of experience. Personalized compliance. Real staff who know your plan by name — no call centers, no robots.
Assigned staff
Get to know your dedicated team by name
No call centers
A real person answers, every single time
Bulletproof compliance
ERISA, ADP/ACP, and Form 5500 handled
OUR CORE SERVICES
Safe Harbor 401(k)
Eliminates annual nondiscrimination testing in exchange for mandatory employer contributions.
Cash balance plans
A hybrid defined benefit plan allowing significantly higher tax-deductible contributions.
New comparability
Allows for different profit-sharing percentages based on job titles or seniority levels.
403(b) administration
Specialized compliance testing for ERISA and non-ERISA tax-exempt organizations.
“
Planning is bringing the future into the present so that you can do something about it now.
— ALAN LAKEIN
SCHEDULE A CONSULTATION
Ready for a 401(k) that actually works for you?
Speak directly with your dedicated team — no call centers, no automated menus, just real answers.
REQUEST INFORMATION
Have a question about your plan?
Send us a message and a real person will get back to you — usually the same day. No call centers, no automated menus.
PREFER TO CALL?
(505) 243-7222
info@abacus401k.com