The product is targeted at plans with between $1 million and $15 million in plan assets, but offers the same services that were previously available to larger clients.
The program offers:
- employee education
- access to a variety of mutual funds, including outside fund families
- compliance support
- compliance consulting, including all statutory compliance testing and notices, preparation of signature-ready IRS Form 5500 and handling of all federal filings.
« Advice Now An Integral 401(k) Component: Vanguard