Our Clients Can Tell Our Story Better Than We Can!

“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.