The administrator manages the day-to-day operations of the 401(k) plan, handles required IRS filings and compliance testing. The record keeper holds the funds, provides statements and online access. Ivory Hill will act as the advisor, working with the company to select the best record keeper and administrator to run the 401(k) plan smoothly.

1. WHO'S
INVOLVED
IN A 401K?
HOLDS THE FUNDS
R E C O R D K E E P E R
PROVIDES STATEMENTS
COMPLIANCE TESTING
A D M I N I S T R A T O R
REQUIRED IRS FILINGS
MANAGES DAY TO DAY
ADMINISTRATION
401(k)s have many moving parts. They also have multiple parties involved.
The administrator, the advisor, and the record keeper are the three roles that
help your 401(k) run smoothly.
Ivory Hill will act as the advisor of your plan. As an independent 401(k) firm,
we work with you to find the record keeper and administrator that fits best
with your company.
ACTS AS FIDUCIARY TO
MANAGE THE FUNDS.
A D V I S O R
ENROLLMENT MEETINGS
EMPLOYEE EDUCATION
Life, Inc. Retirement Services is a Registered Investment Advisory Firm of the state of Ohio and licensed in Florida and Maryland.
ONLINE ACCESS