Section 401K Plans
Section 401(k) Plans are one of the most visible and valued employee benefits plans. Producing accurate and
timely information for both the participant and the employer can be a challenge, especially in a complex
regulatory environment.
EBS-RMSCO subscribes to state-of-the-art technology to offer our Section 401(k) clients comprehensive Daily
Valuation Services. When coupled with our experienced staff and with unbiased investment selection, our Daily
Valuation Services are among the best available.
Through our electronic investment links, our clients and their Broker/Advisor can offer employees multiple
no-load mutual fund options across different fund families, comprising several thousand mutual funds. Our
clients can choose from the best investment funds for each desired asset category, which is an essential
element in limiting fiduciary liability and maximizing the value of the Plan to its participants.
Our Section 401(k) Plan Daily Valuation Services include:
- Flexible Investment Platforms
- Broker/Advisor Support
- Streamlined Plan Conversion Process
- Participant Internet and Toll-Free Account Access
- Plan Sponsor Website
- Quarterly Participant Super Statements
- Quarterly Plan Sponsor Reports
- Enrollment Materials
- Signature-ready Form 5500
- Compliance/Non-Discrimination Testing
- Plan Document/SPD Services
- Processing and Administration
- Distribution Processing
- QDROs
- Audit Assistance
- Consulting
For additional information on our Section 401K Plans, please
contact us.