Customized Plan Design

No two 401(k) plans are exactly alike. Therefore, no two plans should be forced into the same plan design. Some 401(k) plans are focused on the lowest cost burden to the sponsoring company while others are focused on the lowest cost burden to the participants. Still other plans seek to allow the owners of the business to maximize personal contributions and investment flexibility while taking on varying degrees of fiduciary responsibility. Therefore, Ancora's 401(k) plan design  process starts with a goals and objectives assessment and ends with a plan design and investment policy statement ("IPS") tailored to your specific company needs. 

 

 

Bundled, or so called "turn key" 401(k) plans, while seemingly convenient, often fall well short in the design area due to a one size fits all mentality. Ancora 401(k) plans solve this problem by offering the cost competitiveness of "bundled" 401(k) solutions with open architecture 401(k) plans customized around each client's unique design needs.
 
For more information on Ancora 401(k), please contact Peter Mooney, pmooney@sourcecompanies.ws or Bill Koenig, wkoenig@sourcecompanies.ws
 
Source Companies, LLC provides Retirement Planning Services through its subsidiary Safeguard Securities, Inc. Safeguard Securities, Inc. is dual registrant broker dealer, member FINRA/SIPC, and an SEC Registered Investment Advisor. A more detailed description of the company, its management and practices can be found by clicking here for its Firm Brochure, Form ADV Part 2a.