401k Plan Setup
CALL US: 800-630-401k (4015)
CALL US: 800-630-401k (4015)

New Plan Installation

Establishing a new 401k Plan can seem complex and confusing. At SPS, we simplify the process by starting with a Plan design consultation to explain how 401ks work, and to match Plan design features to your company’s retirement plan goals. Whether your goal is to maximize contributions to owners or whether it’s to provide a robust benefit for employees (or both), we will help design the Plan best suited to meet your objectives.
  • Plan design review & 401k Q&A
  • Prepare Plan documents
  • Create and deliver participant enrollment materials
  • Consult with CPAs or Advisors regarding the Plan
  • Payroll upload and website training
 
Begin the Conversation Today

On Boarding an Existing Plan

If you already maintain a 401k Plan, the services needed to allow us to onboard and then administer your Plan depend on whether the Plan is also changing its recordkeeping or investment institution. The services include:
  • Updating Plan documents for compliance purposes
  • Prepare required participant notifications
  • Reconciling transferred assets
  • All other New Plan Installation services
  • We are an Approved TPA with many financial institutions
 
Let’s Get Started

About Us

Steidle Pension Solutions, LLC is a national Third Party Administration firm providing 401(k), Profit Sharing, Cash Balance, Defined Benefit and 403(b) services since 1991. SPS specializes in the small to mid size plan market.

Contact Us

Head Quarters

1225 Route 31

Steidle Building C

Lebanon, NJ 08833

Phone: 908-236-0040 or

800-630-401k (4015)

 
 

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