We want to take as much 401(k) work off of your company as possible. From contacting employees, to filing regulatory documentation, to assisting in education and improving the overall well being of your workforce.
Sam also knows that your employees will have many questions and he’ll be there to help them through their retirement decisions. From enrollment to discussing their individual needs, Sam will work with each of your participants to give them the personalized level of education and attention that they need. Sam’s belief in communication helps him to break down how your company’s plan works in a way that will be clear for all. He knows that he’s working not just for the plan sponsor but for each and every participant. Because at Sam Law Financial, LLC, we specialize in people.
Together, we will:
Prepare participant enrollment materials
Strategize to increase participation
Provide you with the necessary training to respond to day-to-day needs
Update your plan as needed