“The Platinum 401k is a first class
organization consisting of a great team of subject experts willing to go the
extra mile. We are extremely satisfied with their service.” Smokey
Bones Restaurants
“We have been
with The Platinum 401k since 2011, and it has been a great experience!” Dytran
Instruments, Inc.
“When it comes to
administering retirement plans these days, you want The Platinum 401k on your
side to help you be fully compliant with all the new 401k plan regulations.” Lanier Upshaw, Inc.
“The Platinum
401k gives us the ability to focus on running our business rather than our retirement plan solutions.” Freestyle Pools & Spas, Inc.
The Next Steps?
We’re going to Need Some Information about Your Current Plan:
We will need to
gather information about your current retirement plan to help insure that the
plan has been operated in accordance with IRS and ERISA regulations. This
review takes just a few days once we have received your information. Once the
plan has been approved for transfer into The Platinum 401k program, we will
jointly establish a plan design review and pre-enrollment meeting scheduling
with your internal human resources or employee benefits team members.
To join The
Platinum 401k program as an adopting employer, contact your investment advisor
or call us at 800.585.7540. You can
also email us at Info@ThePlatinum401k.com.
