Our 401(k) Services Include
At Fendell Tax Services LLC, we provide expert 401(k) planning and administration services designed to help both employers and employees achieve long-term retirement goals. Our solutions are tailored for businesses of all sizes, ensuring compliance, ease of management, and peace of mind.
Plan Setup & Administration
- Custom 401(k) plan design tailored to your business goals
- Assistance with plan documentation and setup
- Ongoing plan administration and compliance monitoring
Employer & Employee Support
- Guidance on employer matching contributions
- Educational resources to help employees maximize savings
- Support for plan rollovers, loans, and withdrawals
Investment Options & Management
- Wide range of mutual funds and target-date investment options
- Tools to help employees choose and manage investments
- Regular performance reviews and rebalancing strategies
Regulatory Compliance
- Form 5500 preparation and filing
- Fiduciary responsibility and ERISA compliance
- Plan audits and IRS/DOL reporting assistance
Recordkeeping & Reporting
- Secure digital participant records and contribution tracking
- Quarterly statements and online plan access
- Real-time reporting dashboards for employers