Move to a complete retirement plan solution.
401k Complete, an offering by Warren Averett’s Asset Management division, is a unique comprehensive retirement plan solution that includes recordkeeping/administration services and investment management all under one retirement plan umbrella. Warren Averett Asset Management serves as an ERISA 3(38) investment fiduciary, making the investment management decisions (including selection and ongoing monitoring of the fund lineup, and asset allocation decisions for the risk-based models) – all so you don’t have to.
401k Complete provides a spectrum of business retirement plan needs, including:
- Investment management
- Plan administration and daily participant recordkeeping
- Compliance testing
- Government reporting
- Employee education meetings
- Annual plan reviews
The result is fewer administrative headaches for the Plan Sponsor and a higher level of confidence and participation by the employees— all with a transparent and competitive fee structure.
Warren Averett offers a free plan assessment. At no cost to you, one of our advisors will meet with you to review the cost of your plan, investment performance, plan design, service from your provider and much more. Our typical plans start at $1 million, however to see if we are a good fit for your company, please contact us at 1.800.759.7857.
Please click the “Related Professionals” link for a listing of our Retirement Plan professionals.