Section 401(k) Plans are one of the most visible and valued Employee Benefits Plans. Producing accurate and timely information for both the participant and the employer can be a challenge, especially in a complex regulatory environment.

EBS Benefit Solutions subscribes to state-of-the-art technology to offer our Section 401(k) clients comprehensive Daily Valuation Services. When coupled with our experienced staff and with unbiased investment selection, our Daily Valuation Services are among the best available.

Through our electronic investment links, our clients and their Broker/Advisor can offer employees multiple no-load mutual fund options across different fund families, comprising several thousand mutual funds. Our clients can choose from the best investment funds for each desired asset category, which is an essential element in limiting fiduciary liability and maximizing the value of the Plan to its participants.

Our Section 401(k) Plan Daily Valuation Services include:

Flexible Investment Platforms

Broker/Advisor Support

Streamlined Plan Conversion Process

Participant Internet and Toll-Free Account Access

Plan Sponsor Website

Quarterly Participant Super Statements

Quarterly Plan Sponsor Reports

Enrollment Materials

Signature-ready Form 5500

Compliance/Non-Discrimination Testing

Plan Document/SPD Services

Processing and Administration

Distribution Processing

QDROs

Audit Assistance

Consulting

For additional information on our Section 401(k) Plan services, please contact us.