Home • About Us • Acctg Services • Books • Business • Financial Planning • Open Choice 401(k) • Plan Design • Tax Planning • Tax Returns
Quick Launch
Participant Login
Books
Planning
Clients Served
QuickBooks Software
1

 

 

 

 
 

Profit Sharing · 401(k) · Pension Plans
 Comprehensive Plan Design and Administration

Starting A Plan

O'Neil & Associates, Chtd. will design a plan to meet your objectives and comply with IRS and DOL requirements.  By involving us at the earliest possible stage, we help minimize legal, administrative, and technical complexities.  E-mail Consultation Request . There is no cost or obligation.

Transferring A Plan

If you already have a plan, but want better administrative features and services, it's easy to transfer to O'Neil & Associates, Chtd.  We will repair and reconstruct inadequate records, straighten out administrative tangles, and ensure all new Participant accounts are set up properly.  E-mail Consultation Request . There is no cost or obligation.

Web-Based Retirement Plans

Significant Features

 

Participant Investment Choice

  • 2.Model investment portfolios designed by your investment advisor
    • across mutual fund families
    • over 30,000 mutual funds to choose from
    • without fees or commissions (NAV)
  • Individual mutual fund direction by Participants
  • Automatic rebalancing of investments
  • Employer publicly traded stock as a choice and/or to be included in a model portfolio
  • Legacy annuity contracts can be included until penalty costs are gone
  • Incorporate money managers (Collective Managed Funds) as a Participant choice for investing
  • No limit on the number of funds selected for a plan
  • 6.No transaction or setup fees per fund
  • Works with the investment advisor you select.
Participant Monitoring of Their Account
  • Use of planning tools.
  • Change or rebalance investments
  • Change how new money is invested
  • Check loan balances
  • Loan modeling -  see what monthly payments for a Plan loan would be
  • Help and FAQ screens are contextually linked to the each web page
  • Directly request assistance from Plan managers and administrators

Employer Compliance & Communications

  • Helps comply with the Pension Protection Act and ERISA
  • Customized messages for participants to read when they log in
  • Provide plan documents on line such as:
    bullet Summary Plan Description
    bullet Distribution requests.
For3.

Contact us for a no obligation review of your plan!
208/ 375-2272
 

© copyright 2007   All rights reserved.