My favorite Calendar

datePosted on 20:18, February 16th, 2010 by lee

Let me think about this.

I can give my client this calendar listing all the work his key people will have to do during the next 12 months to maintain a 401k plan, or I can tell my client that “I understand you have a business you are running and you are trying to make money, I have found an innovative solution that allows you to throw this calendar away.

I understand you need your CFO giving you valuable information as opposed to dealing with employee loans, hardships, 5500’s or year end plan audits. I understand you need your CFO to focus on your business. The management team at amsource running 401k Safe who have been in business for 20 years will actually put their names on all of the legal documents and take personal responsibility as plan Sponsor, Administrator and fiduciary. Hmm, let me think about it….

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