401k Plan
  401k Plan Services

Clients of Atlantic Financial include companies and individuals throughout America. We help start, transfer and maintain retirement plans of all types, not just 401k plans. Atlantic Financial has a strong reputation for providing efficient and cost effective retirement plan services. We will help you select from over 18,000 mutual funds to locate the funds that best meet your needs.

401k Plan Service Features

• Mutual Fund options include Fidelity, Putnam, Dreyfus, Vanguard and others
  Why select from several fund choices when you can have them all?

• Enrollment Assistance

• Financial Planning for all participants in your retirement plan

• Administration Assistance (if requested, also available in unbundled format)

• Extremely Competitive Rates

• Full service on-site compliance, enrollment, education and ERISA assistance

• National Financial Services LLC, Member NYSE/SIPC, is our clearing firm

• Atlantic Financial is not tied to any proprietary investments.
  We work with many mutual fund companies that other firms cannot such as Fidelity and Vanguard.

• Transition Team for 401k Transfers
  A transition team assists you with all aspects of your 401k transfer and setting up your retirement plan. Ongoing service includes detailed reviews for each participant, employee education and many other services.

• Additional services include:

• employee education

• objective monitoring

• one-stop center for all corporate and employee questions about the retirement plan

• We save trustees the time and work involved in many aspects of management of retirement plan.