web401k provides a wide range of customized retirement plan solutions to assist companies in sponsoring both qualified and non-qualified retirement programs. As a full service third party administrator, we provide the highest levels of support and expertise to each recordkeeping and administrative task.
  • Daily Valuation Recordkeeping
    Daily valuation of all participant accounts using share accounting and including the use of an accrual method where unfunded amounts are cleared tracked and identified.
  • Investment Freedom
    As an independent administrator, we have access through our alliance partners to thousands of no-load mutual funds from hundreds of fund families. If you need assistance in determining the best funds for your plan, we have the tools to allow you to make an informed decision as a Plan Sponsor.
  • Open Architecture
    Just as no two companies are the same, no two plans are exactly the same either. web401k specializes in customizing our services to meet the needs of each individual plan.
  • Internet Access
    Account access for participants and plan sponsors with numerous tools for obtaining information on their retirement savings. To request a demonstration click here.
  • The Plan Reporting Hotline
    Traditional toll-free telephone access to account information for participants and plan sponsors.
  • Compliance Oversight
    Semi-annual compliance testing and continuous monitoring of limitations throughout the year.
  • Eligibility Determination
    Employee eligibility determination and per-payroll monitoring of eligible employees.
  • Document Design and Consultation
    Document maintenance to ensure government compliance. Assistance in developing the best plan to meet the needs of the Plan Sponsor and ensure your employees meet their retirement goals.
  • Form 5500 Preparation
    Signature ready Form 5500's are provided each year. Our audit department will also coordinate with your plan's independent auditor (when an independent audit is required) to assist in the completion of the audit.
To learn how web401k can assist you in developing and maintaining your retirement program, or to request a proposal, click here to have a sales representative contact you.