STANDARDS…NO COMPROMISE!
OurServices
We at Financial Decisions understand that a commitment to technology is crucial to our success. Our integrated, secure and accessible website provides Plan Sponsors, individual Participants and Financial Advisors with the most advanced communications tools available, at any time.

What Financial Decisions Can Provide:

Plan Design: Consulting, Customization & Trend Awareness.

Advice, guidance and needs analysis to determine plan types and benefits.

Expense analysis and recommendations.

Plan design and documentation based on your unique company profile, including coordination with other company plans. Preparation of adoption agreements, amendments, loan procedures and summary plan descriptions. Ongoing monitoring of legislative activity and changing regulations to ensure your plan remains compliant with current regulations.

Expert Plan Administration.

Complete & Consistent Compliance Services.

Superior Participant & Customer Service.

TPA Services
Types of Plans:
  • Profit Sharing Plans
  • New Comparability Plans
  • 401(k) Plans
  • Safe Harbor Plans
  • Single 401(k) Plans
  • Defined Benefit Plans

RecordKeeping Services
What Financial Decisions Can Provide:
  • A Seamless Relationship in an Open Architecture World.
  • Integrated, Secure and Accessible Technology Platform with Specialized and customizable web and voice solutions for participants.
  • Dependable Recordkeeping with timely processing of contributions, distributions and loans and daily valuation of accounts and trading confirmations.