Our Services

At 401K Plan Services, Inc., we provide expert assistance in the following areas:

Retirement Planning

  • 401(k) Plans
  • IRA Plans (Traditional & Roth)
  • Profit Sharing Plans & Defined Benefit Plans
  • Simple IRA Plans
  • SEP Plans

Financial Planning

  • Prepare Comprehensive Financial Plans
  • College Funding with 529 Plans
  • Estate Plan Review

Insurance

  • Life Insurance Planning & Policy Review
  • Annuity Planning & Policy Review
  • Long Term Care Insurance Planning & Policy Review

Investments

  • Investment Portfolio & Asset Allocation Review
  • Brokerage Accounts
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Stocks
  • Bonds
  • Treasury Bills & Notes