Solutions Today

SOLUTIONS TODAY.

When we ask our advisory clients about their primary business goal, the answer is almost unanimous:

“We want to treat our client so responsibly that they would never entertain the thought of switching advisors”.

We agree! We don’t want your clients to switch advisors either. So, we decided to build a 401K specialty firm that would serve that primary purpose… making sure that our influence and impact for our advisors and their clients was exceptional.   

When we talk with plan sponsor clients, their answer is similar:

“We want a 401K  partner who understands our needs basically better than we do, and who protects our investment by their commitment to clear communication, smart solutions, great service, and indisputable accuracy.”

Exceptional [def]:

Attentive communication,
intelligent solutions,
proactive service and
indisputable accuracy.

Retirement Plan Administration

ANNUAL ACCOUNTING

CONTRIBUTION CALCULATIONS

COMPLIANCE TESTING

DISBURSEMENT SUPPORT

GOVERNMENT REPORTING

Consulting Services

RETIREMENT PLAN DESIGN

RETIREMENT PLAN DOCUMENT PREP

RELATED EMPLOYER REVIEW

COMPLIANCE RESOLUTION

IRS AND DOL AUDITS

Solutions

For Plan Advisors

We partner with plan advisors by providing comprehensive retirement plan administration and expert consulting services allowing them to focus on growing their business.

Since we are the experts in this field, we cover the administration needs while we rely on our financial partners to provide excellent investment service and advice to our mutual clients.

Our dedicated staff, values their expertise and provides excellent services to them so the plan advisors don’t have to worry about the day-to-day operations of the plan.

Solutions

For Plan Sponsors

We provide comprehensive retirement plan administration and expert consulting services for your plan allowing you to focus on your business goals.

Since each client and their plan is unique, our responsibilities depend upon client needs, asset arrangement and plan design. We customize our services for each client because we get to know each client. For a detailed explanation what support we can provide in each category, please click on the below link.

We strive to make every communication concerning the plan along with the day to day operations worry free, knowing that your plan administration is in good hands.  Most documents are completed signature ready for the ease of returning required forms with little efforts from our clients in completing these tasks. 

Each plan sponsor has a dedicated retirement specialist to oversee their plan needs and answer questions.

Blue Sky 401(k) Specialists, Inc. is not a plan fiduciary and cannot make discretionary decisions regarding plan operations. We can help plan fiduciaries understand the plan rules and laws regarding their actions while providing documentation when required.