The Platinum 401k, Inc.
Nearby businesses
N Mcmullen Booth Road
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U.S. Department of Labor registered Pooled Plan Provider for Pooled Employer Plans. Retirement Plan
The Platinum 401k has Pooled Employer Plan solutions that can allow employers to
- Eliminate trustee-level liability;
- Lower their overall plan expenses by 30% or more;
- Eliminate plan document restatement fees;
- Dramatically reduce employer-level fiduciary liability by delegating many of these responsibilities to independent ERISA fiduciaries;
- Utilize an ERISA 3(38) Fiduciary Investment Ma
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What organization was among the first to register as a Pooled Plan Provider with the DOL and IRS?
What organization has served as a 3(16) Plan Administrator for Multiple Employer Plans for over a decade?
What organization has registered more Pooled Employer Plans than any other group (28)?
That would be The Platinum 401k, Inc. and our affiliates. How can we help you?
The Platinum 401k POOLED EMPLOYER PLANS FOR ADVISORS, RECORDKEEPERS, AND SERVICE PROVIDERS Presented by The Platinum 401k, Inc. Clearwater, Florida Download PDF
04/13/2021
02/11/2021
Thank you TAG Advisors for inviting us to present at your National Conference in Florida this week!
We are delighted to be engaged as the 3(16) Plan Administrator for the new TAG(k) Pooled Employer Plan!
01/30/2021
We're America's Pooled Employer Plan leader.
Whether you're an advisor looking for a custom-branded PEP or a broker/dealer looking for an "unconflicted" PEP structure, we should talk.
We work with several major recordkeepers and have over a decade of experience serving as a 3(16) Plan Administrator for multiple employer plans.
Click here to claim your Sponsored Listing.
Our Story
The Platinum 401k is a Pooled Employer Plan solution that can allow employers to
- Eliminate trustee-level liability;
- Lower their overall plan expenses by 30% or more;
- Eliminate plan document restatement fees;
- Dramatically reduce employer-level fiduciary liability by delegating many of these responsibilities to independent ERISA fiduciaries;
- Utilize a CEFEX-certified ERISA 3(38) Fiduciary Investment Manager to eliminate investment selection and monitoring risks for the employer;
- Eliminate annual plan audit fees and Form 5500 filings;
- Eliminate plan document charges;
- Provide 3(38) Investment Manager oversight;
- Allow the employer the ability to concentrate on running their business instead of their 401k plan!
The program allows significant flexibility in plan design while affording employers the protection of "the Platinum Standard" in fiduciary risk.
Contact us for more information at
[email protected]
or at 813.774.3366
Contact the business
Telephone
Website
Address
2454 N McMullen Booth Road, Ste 431
Clearwater, FL
33759
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
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