NATDA 401(k) GPS
Group Plan Solutions
Experience a powerful retirement plan designed to reduce the administrative burden, transfer certain risks and lower the overall plan cost so you can focus on what matters most for your company. Trailers.
NATDA 401(k) GPS
Group Plan Solutions
Simple
Transparent
Compliant
CASE STUDY A
Small Business
Start up 401(k) plans are expensive and burdensome for new small businesses. By joining the NATDA 401(k) GPS, the owner and/or HR team's workload is reduced, fiduciary coverage is added while offering their employees a competitive plan, taking advantage of the economies of scale pricing.
$100,000
Current Plan Size
15
Number of Employees
4.03%
Current Fee
3.26%
NATDA 401(K) GPS*
19%
Percent Saved
$770
Dollar Savings
*One time setup/installation cost: $500
CASE STUDY B
Mid Size Company
A family owned mid size manufacturing company that offers a 401(k) plan with a match. By adopting NATDA 401(k) GPS, they are able to reduce the plan cost and give employees a financial wellness program just like the ones that are offered by their larger competitors.
$3,400,000
Current Plan Size
105
Number of Employees
1.73%
Current Fee
0.91%
NATDA 401(K) GPS
52%
Percent Saved
$27,880
Dollar Savings
CASE STUDY C
Conglomerate
Conglomerate offering one 401(k) plan to all of its companies under the umbrella. After benchmarking the plan, not only were they able to reduce the plan costs for the employees but they were able to reduce their 401(k) audit costs.
$9,800,000
Current Plan Size
180
Number of Employees
1.26%
Current Fee
0.68%
NATDA 401(K) GPS
46%
Percent Saved
$56,840
Dollar Savings
The Process
IT'S AS EASY AS 1, 2, 3!
NATDA 401(k) Group Plan Solutions
POWERED BY
Interested in our services? We’re here to help!
GERBER KAWASAKI
2716 Ocean Park Blvd. Suite2022
Santa Monica, CA 90405
JEFF J. KIM, CFP®
310-441-9393