Contact Info

401kFL
Hunter Savage
6767 N. Wickham Road
Suite 502
Melbourne, FL 32940

Phone: 321-610-3200
Contact Form
Website: www.401kfl.com

Services

• Protecting our Clients
• Employee Education
• Benchmarking
• Plan Design Consultation
• Investment Policy
• Investment Review

Fundraisers We Support

• Random Acts of Kindness
• Daily Bread

Hours of Operation

Monday-Friday: 8:30am-5pm

Our Social Networks/Blogs

About Us

At 401kFL we specialize in creating and/or maintaining retirement plans for small and medium size businesses. We also want to help small businesses be more tax efficient as possible through our retirement process.

Our Services:

1. Protecting our Client
   •  ERISA Investment Fiduciary status allows us to help reduce liability of plan sponsors through retirement plan committee training, plan governance, provider monitoring, and electronic document storage.
2.  Employee Education
   •  Personal Portal
     • Access and manage personal accounts available for every employee/participant.
   • Employee Planning
     •  If allotted by the plan sponsor, employees will have the option for 1-on-1 consultation.
     • Needs/Gaps analysis is an easy to use tool to evaluate whether the plan is on track with the participants goals.
     • Knowledge Center
       • Quarterly Market Reviews and Recap
3. Benchmarking
   •  Consistent review to ensure your plan is not paying fees higher than the average plan, or not receiving services promised in the agreed plan with current service provider compared to the competitors.
4. Plan Design Consultation
   •  If your small business is interested in offering a retirement plan, then through our system there is a way to customize the plan to your own goals and needs.
5. Investment Policy
   •  Documenting and information distribution is very important from a fiduciary point of view. We create your 401k Investment Policy Statement based on needs of the plan and our investment methodology.
6.  Investment Review
   •  A simple service we can offer to companies that already have a plan in place is our investment review. Some to most plans can go unchecked over time. With our care for retirement success, we offer an investment review to any company interested in switching providers.
   • Along with benchmarking, we review quarterly performance, yearly performance, ratio percentages, etc.

Our services can very among the choices of the plan sponsor, however our main concern is the overall performance of the plan itself. We value long-term wealth for participants, and want plan sponsors to understand their liability while we alleviate the workload.

Mission Statement

Leverage our strengths so you can focus on business.