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NATDA GPS 401k

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

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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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Reduce Plan Cost

SAVE MORE - Plan design often requires an experienced professional to develop a plan that will suit your company's employee demographics and help meet your retirement plan objectives.

 

The process usually includes reviewing demographics to determine the best options for employee eligibility, vesting schedules, contribution types, nondiscrimination testing, benefit payments, loans, withdrawals and payment of plan fees.

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Ease of Adoption

TIME IS MONEY - Resources for HR Managers, Controllers and CFOs can be limited - even for the largest of companies. As a result, you can benefit from a quality employee retirement plan that doesn't drain your business or your budget.

 

NATDA 401(k) GPS is easy to adopt and provides access to key industry professional organizations for management support of your plan's administration and servicing. Take a look at how you can save time and reduce fiduciary liability within our program.

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Financial Wellness

REDUCE FINANCIAL STRESS - According to the 2019 PwC Employee Wellness Survey, 67% of employees say they are personally stressed about their finances with 1/3 admitting that personal finance matters are a distraction at work.

 

Support the overall financial health of employees by providing tools and resources to help manage their current finances, prepare for financial shocks and plan for their retirement. We offer support to your employees regarding your plan and their accounts!

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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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$250,000

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

Evaluation

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

2

Submit Info

Provide the requested information for your plan's evaluation.

3

Schedule a Meeting

Schedule a no-cost plan design evaluation meeting.

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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. 

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GK LEGAL DOCUMENTS

GERBER KAWASAKI

2716 Ocean Park Blvd. Suite2022

Santa Monica, CA 90405

 

JEFF J. KIM, CFP®

jkim@gerberkawasaki.com

  310-441-9393

No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

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