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401(k)

By leveraging new legislation and complying with current regulations, the isolved 401(k) plan enables your organization to reap the rewards of economies of scale while freeing you from the daunting tasks of running your own.

Let us manage your 401(k) so you can manage your business.

Let's Talk

Complete this form for a detailed PDF plus a call back.

88% of workers say a 401(k) is an important benefit and 81% say it impacts their decision on where to work. Yet many small businesses have been unable to offer one due to prohibitive costs and overly complex set up and administration.

According to the Department of Labor, retirement options are only available to 53% of employees at businesses with less than 100 workers.

Your Responsibilities
isolved 401(k)
Your Responsibilities
Third Party 401(k)
  • Sit back and relax
  • Plan expenses based on plan size
  • Administrative burden
    • Required notice delivery
    • Payroll updates and submission
    • Year-end census
    • Plan audit
    • 5500 filing
    • Form 945, 1096, and 1099 preparation
    • Correct fidelity bond coverage
    • Loans
    • Qualifying hardship withdrawals
  • Fiduciary liability
    • Investment monitoring
    • Monitor pending legislative actions
  • Trustee duties
  • Education/enrollment
  • Web access - not every provider has app
  • Potential Plan Audits
  • Annual Census collection
  • Processing distributions after termination

Lower Costs and Save Time

Assets and administration are aggregated through economies of scale.

Competitive Strength

Gain a competitive edge by attracting and retaining engaged talent.

Advisory Team

Professional support to meet all regulatory obligations for attaining compliance.

Turnkey Solution

Easy to get started and maintain with virtually no administrative burden.

Payroll Integrated

Consumer-grade technology promotes self-service management and enrollment.

In Good Company

Delivered by Transamerica, the 401(k) leader in the U.S.