Exceptional service is an integral part of 401(k) Gateway. Our recordkeeping systems are advanced, accurate and flexible. We provide support for your plan from start-up or conversion through ongoing management and closely monitor every aspect of plan administration to assure accuracy, efficiency, accountability, and control.
- Daily valuation recordkeeping
- Full-service administration
- Account representative assigned to your plan
- Over 28 years of 401(k) plan recordkeeping experience
- Internet account access system
- Internet access to investment performance information
- 24-hour interactive voice response system
- Toll-free account access
- Flexible reporting and electronic data submission
- Comprehensive compliance testing (ADP/ACP, 415 Limitation, Minimum Coverage & Participation & Top Heavy Testing)
- Monitoring of IRS limits
- Preparation of Plan Documents & Summary Plan Descriptions
- Ongoing review of plan to ensure compliance with IRS and DOL guidelines
- Government reporting (annual IRS 5500 & 5300 filings, SAR)
- Participant-level tax reporting (i.e. 1099's)
- Monthly sponsor reports
- Quarterly participant statements
- Quarterly investment newsletters
- Customized communication and enrollment materials