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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)

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Simple

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Simple

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Simple

Case Study A
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.

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Small Business

Current Plan Size
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15

Number of Employees
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3.03%

Current Fee
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2.2%

NATDA 401(K) GPS*
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27%

Percent Saved
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$2,075

Dollar Savings
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.

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$3,400,000

Current Plan Size
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105

Number of Employees
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1.73%

Current Fee
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0.77%

NATDA 401(K) GPS
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56%

Percent Saved
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$32,640

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.

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$10,800,000

Current Plan Size
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180

Number of Employees
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1.26%

Current Fee
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0.55%

NATDA 401(K) GPS
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56%

Percent Saved
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$76,600

Dollar Savings

The Process

IT'S AS EASY AS 1,2,3!

1

Business

Contact Jeff J. Kim, CFP® at GK to start the evaluation process.

2

Sports

Provide the requested information for your plan's evaluation.

3

Culture

Provide the requested information for your plan's evaluation.

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Interested in our services? We’re here to  help!

We want to know your exact needs so that we can provide appropriate solutions. 

Let us know what you want and we’ll do our best to help. 

GK LEGAL DOCUMENTS

GERBER KAWASAKI

2716 Ocean Park Blvd. Suite2022

Santa Monica, CA 90405

 

JEFF J. KIM, CFP®

jkim@gerberkawasaki.com

  310-441-9393

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