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.
Be a trailblazer and join the
NATDA 401(k) Group Plan Solutions
With close to 1,000 members in NATDA, we bring a large, powerful group together for a mutual benefit.
The NATDA 401(k) GPS is designed to reduce the administrative burden, transfer certain fiduciary liabilities and potentially lower the overall plan cost while retaining the flexibility of a stand-alone plan.
POWERED BY
According to the 19th Annual Transamerica Retirement Survey of Workers:
86%
of workers value a 401(k) or similar plan as an important benefit.
81%
of workers say that retirement benefits will be a major factor in their decision whether to accept a job offer.
NATDA 401(k) Group Plan Solutions (GPS)
Reduce Plan Cost
SAVE MORE - Plan design often requires an experienced professional to develop a plan that will suit your company's employee demographics and help meet your retirement plan objectives.
The process usually includes reviewing demographics to determine the best options for employee eligibility, vesting schedules, contribution types, nondiscrimination testing, benefit payments, loans, withdrawals and payment of plan fees.
Ease of Adoption
TIME IS MONEY - Resources for HR Managers, Controllers and CFOs can be limited - even for the largest of companies. As a result, you can benefit from a quality employee retirement plan that doesn't drain your business or your budget.
NATDA 401(k) GPS is easy to adopt and provides access to key industry professional organizations for management support of your plan's administration and servicing. Take a look at how you can save time and reduce fiduciary liability within our program.
Financial Wellness
REDUCE FINANCIAL STRESS - According to the 2019 PwC Employee Wellness Survey, 67% of employees say they are personally stressed about their finances with 1/3 admitting that personal finance matters are a distraction at work.
Support the overall financial health of employees by providing tools and resources to help manage their current finances, prepare for financial shocks and plan for their retirement. We offer support to your employees regarding your plan and their accounts!
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 with NATDA 401(k) GPS, not only were they able to reduce the plan costs for the employees but they were able to significantly 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!
Interested in our services? We’re here to help!
GERBER KAWASAKI
2716 Ocean Park Blvd. Suite2022
Santa Monica, CA 90405
JEFF J. KIM, CFP®
424-258-0787 | 310-441-9393