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. Atlas also provides strategic tax planning as part of their service offerings managing your plan.
We provide an “Open Architecture” and offer a customizable ETF (not Mutual Fund) lineup to reduce fees and increase long-term performance for the participants. We offer Custom Portfolio Models to assist participants based upon Life Stage and Risk Tolerance. We are not beholden to any investment house products or service offerings, which gives our “independent approach” an edge to you. Our “Best-of-Breed” product and service offerings lowers your administrative fees/costs and increases performance over time. Participation Rate, Satisfaction and Flexibility and all the key factors we provide for 401(k)/403(b) plans.