The Connecticut Chamber 401(k) plan solutions,
exclusively for Connecticut Chamber Members

Simpler, Safer, More Cost Effective.
All three Chamber 401K platforms outsource plan administration and investment management.
More time for you to focus on your business.

EVALUATE MY PLAN

The Connecticut Chamber 401(k) plan solutions,
exclusively for Connecticut Chamber Members

Simpler, Safer, More Cost Effective.
All three Chamber 401K platforms outsource plan administration and investment management.
More time for you to focus on your business.

EVALUATE MY PLAN

The Connecticut Chamber 401(k) plan solutions,
exclusively for Connecticut Chamber Members

Simpler, Safer, More Cost Effective.
All three Chamber 401K platforms outsource plan administration and investment management.
More time for you to focus on your business.

EVALUATE MY PLAN

The Connecticut Chamber 401(k) plan solutions,
exclusively for Connecticut Chamber Members

Simpler, Safer, More Cost Effective.
All three Chamber 401K platforms outsource plan administration and investment management.
More time for you to focus on your business.

EVALUATE MY PLAN

The Connecticut Chamber 401(k) plan solutions,
exclusively for Connecticut Chamber Members

Simpler, Safer, More Cost Effective.
All three Chamber 401K platforms outsource plan administration and investment management.
More time for you to focus on your business.

EVALUATE MY PLAN

Take our assessment to determine how fiduciary outsourcing can benefit your plan.

Tell us About Your Company

Company Name *

Email *

Contact Name *

Position *

Number of People *

Are there any features or attributes of your current plan you would like to keep?

What would you like to improve about your current plan?

Is This Plan Right for My Company?

Did you know that by being named the Plan Administrator, you have the responsibility of more than 50 chores for your retirement plan?

Yes

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Are you confident that you are operating in compliance with the definitions and requirements (terms) of your plan document?

Yes

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Have you reviewed and updated your plan document in the last year to reflect recent required changes?

Yes

Unsure

Were all eligible employees identified and given the opportunity to make an elective deferral this year?

Yes

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Do you have fiduciary liability insurance?

Yes

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Are all those responsible for ensuring plan compliance fully trained and aware of their duties and responsibilities?

Yes

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Do you have a process in place to ensure that amortization schedules are being followed, to certify loan eligibility and confirm that individual participant maximums are not exceeded?

Yes

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Do you have a process in place to notify participants that they are required to take Required Minimum Distributions and to oversee the distribution process?

Yes

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Are you reviewing and approving all notices being sent to participants? Including the Summary Plan Description, QDIA notice, SMM and automatic enrollment forms?

Yes

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Are you familiar with the DOL rules surrounding electronic delivery of notices? Do you know who is able to receive electronic notices and who must receive paper notices?

Yes

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Are you acquiring 408(b)(2) fee disclosures, reviewing them for accuracy, and determining if fees are reasonable on an annual basis?

Yes

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Would it save you a significant amount of time to be able to outsource all of your non-payroll related 401(k) tasks (i.e. enrollment and distribution of kits, required notices, forms, tracking down terminated participants, the plan audit, signing amendmen

Yes

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Take our assessment to determine how fiduciary outsourcing can benefit your plan.

EVALUATE MY PLAN

Call today for a consultation. 1-866-401k-MEP

Schedule an Appointment

Redwood Private Wealth | 3930 E. Ray Road, Suite 155 | Phoenix, AZ 85044

The Connecticut Chamber 401(k) plan solutions, exclusively for Connecticut Chamber Members

The Connecticut Chamber 401(k) plan solutions, exclusively for Connecticut Chamber Members

The Connecticut Chamber 401(k) plan solutions, exclusively for Connecticut Chamber Members

The Connecticut Chamber 401(k) plan solutions, exclusively for Connecticut Chamber Members

The Connecticut Chamber 401(k) plan solutions, exclusively for Connecticut Chamber Members

Evaluate My Plan

Tell us About Your Company

Is This Plan Right for My Company?

The Connecticut Chamber 401(k) plan solutions,
exclusively for Connecticut Chamber Members

The Connecticut Chamber 401(k) plan solutions,
exclusively for Connecticut Chamber Members

The Connecticut Chamber 401(k) plan solutions,
exclusively for Connecticut Chamber Members

The Connecticut Chamber 401(k) plan solutions,
exclusively for Connecticut Chamber Members

The Connecticut Chamber 401(k) plan solutions,
exclusively for Connecticut Chamber Members