All of our plans are designed using an open architecture investment platform. This allows for a myriad of investment choices  for its participants.  Instead of offering a set group of funds.  Thus increasing the chance to find better returns and more diversification.

ERISA Form 5500 was created so the government can assess the financial condition, investments, and operations of all employee benefits plans.  They are prepared annually along with 1099-R which purpose is to report plan withdrawals. 

Calculation of Employer Matching and/or

Profit Sharing Contribution using various allocation methods.

FBA401k provides participants with group educational meetings to discuss plan features, investment options, which helps your participants be better prepared for retirement

Preparation of the Volume Submitter document, adoption agreement and all required forms and notices.  These plans are pre-approved by the Internal Revenue Service.

Nondiscrimination tests ensure that highly compensated employees do not take substantially greater advantage of this tax savings than lower-paid employees.

An HSA is a unique tax-advantaged account that can be used for paying or reimbursing qualified medical expenses for an individual, spouse or family. To be eligible you must have a high deductible health plan. We offer a HSA Debit Card that provides access to your HSA funds.  Debit card transactions are limited to your current balance.

Preparation of the Volume Submitter document, adoption agreement and all required forms and notices.  These plans are pre-approved by the Internal Revenue Service.

This is the federal law that provides many workers with the right to continue coverage in a group health plan. This federal law applies to employers with 20 or more employees, including self-insured employers.