Atlas 401(k) Retirement Solutions

Rating: 5 - 1 review
Longwood Court
Malvern, PA 19355

About Atlas 401(k) Retirement Solutions

  • Atlas 401(k) Retirement Specialists are full service providers for all their 401(k) and 403(b) Plans. We offer Defined Benefit Plans to those company where it may be a good fit, especially to compensate HCE (Highly Compensated Employees). Our motto is, “We Are Crusaders Against Wall Street Greed”. Our goal is to reduce administrative fees and make you and your participants wealthy, not Wall Street. Contact us to find out why many people say we offer a “Best-of-Breed” product and service offering. We offer Custom Portfolio Models to assist participants based upon Life Stage and Risk Tolerance along with a customizable ETF offering.

    - Customizable 401(k)/403(b) Plans
    - "Open Architecture" & "Unbundled Solutions" Offering
    - Customizable Model Portfolio's & ETF Asset Lineup
    - Defined Benefit Plans
    - Health Savings Accounts (HSA)
    - Group Life Insurance
    - Retirement Ready Education Programs

    Complete - 3(38) & 3(21) Fiduciary Compliance
    - Rollover Assistance and Investment Planning
Competitors of Atlas 401(k) Retirement Solutions
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Products by Atlas 401(k) Retirement Solutions

  • 401(k)/403(b) Plan Management

    Atlas provides plan design and consulting services. This includes standard and unique plan design aspects including creating company matching programs that fits your company needs. Plan Design services also includes reviewing for possible discrimination testing and fiduciary compliance issues.... Read more
  • Education and Financial Planning

    Atlas customizes the on-boarding and on-going education programs for every client. We have found along with many industry studies that education is one of the most important keys to success for a 401(k)/403(b) plan. Many participants are shy or skittish to ask general questions and inquire for... Read more
  • HSA (Health Savings Accounts)

    HSA is one of the fastest growing trends for company benefits. With the cost of healthcare going up every year without a cost ceiling in sight, pre-tax savings for healthcare (for current year and the future) is a benefit more people are asking for. HSA is very reasonably priced and easy to... Read more

Content by Atlas 401(k) Retirement Solutions

  • Atlas - Another Reason Why You Shouldn't Use Fidelity for Your 401(k) Plan By

    Reuters Article – “Special Report: Fidelity puts 6 million savers on risky path to retirement”. This article is commenting based upon the following article by Reuters on March 5th, 2018. This doesn’t surprise our firm, nor should it surprise most of the Plan Sponsors out there, especially... Read more
  • 401(k) Q1 2018 – Newsletter (Tips, Resources and Commentary) By

    Too many companies and organizations apply a "set it and forget it" mentality with 401(k)/403(b) Plan Design. We've met too many companies that haven't reviewed their plan design in years and a few in 2017 that hadn't since they started the plan. First, you should be having an Investment... Read more
  • Atlas 2018 Market Outlook By

    What should we expect in 2018? This Atlas Market Report will provide some insight and bold predictions for you to digest and ponder. It is near impossible to not discuss some political impacts, but not be political. Avid readers of our newsletters know that we never take a side nor do we bang... Read more

News about Atlas 401(k) Retirement Solutions

  • New 2018 Contribution Limits Released Posted