401(k) Consulting

401(k) Business Consulting

We design a 401(k) and a Cash Balance plan for small and medium size business owners. Our plans are created to help our clients achieve simplicity, confidence, and protection when offering a retirement plan for themselves and their employees. 

If you’re making decisions about your company’s 401(k), you may be wondering:

  • How to protect against IRS & DOL costly compliance penalties
  • If you’re paying too much in fees (and if there are hidden fees you don’t know about)
  • If you could leverage your plan to retain and attract top talent (and save on the cost of employee turnover)

The last thing you want is to find out a year or more down the line that you’ve been paying more than you should be.

Or worse … find out you’ve incurred fines for non-compliance when it’s too late to do anything about it.  

When you pull back the layers of your company’s 401(k) plan, you could find the ugly truth hiding beneath the surface. 

Hidden fees and potentially costly compliance threats could damage the reputation you’ve worked so hard to build.  

We will design the plan to meet your goals and help you:

  • Avoid costly IRS and DOL fines from compliance hiccups
  • Stop overpaying on fees and patch costly “leaks” many companies overlook
  • Leverage investment options to attract and retain top talent
  • Cut costs on employee turnover by providing employees with better investment options

Call NorthStar for your Free 401(k) Business Planning Consultation: (864)297-0762.

Contact us for your
Free 5-Step Retirement Guide.

Our 5-STEP RETIREMENT GUIDE will show you what information is needed to understand the risks associated with retirement so that you can make smart retirement planning decisions.

How can we help?

It can be difficult to decide where to go for financial advice. At NorthStar, we believe in the Golden Rule: treat others the way you would like to be treated. We understand that people can be apprehensive when asking for information and assistance.

Our promise to you is that we will be respectful of your time and there will be no pressure or obligation to do business with us. We want you to be comfortable from the minute we meet!

- George

George Fossing RICP® | CLTC®, President, CEO