401(k) and Retirement Plans for Dealerships

Are You Ready?

In this era of increased regulation and rampant litigation, Investmark’s 3(21) Fiduciary Retirement Plan Services provide the expertise and experience to bring order, process and confidence to your company sponsored 401(k) retirement plan.

Administering these plans is time-consuming work. Add to that the constant threat of having to prepare for a Department of Labor plan audit, and the passage of the DOL Fiduciary Rule, and it’s easy to see how an experienced industry professional would be an important ally for maintaining your plan’s fiduciary obligations.

With over 30 years of experience in the retirement plan marketplace, Investmark Advisory Group is well prepared to help dealerships select, implement, and manage retirement plans.

See below and visit the Investmark Advisory Group website for more detailed information on what we can do for your 401(k) plan and how we can help navigate the ever-changing regulatory landscape with our fiduciary and retirement plan services.

Retirement Sign

Investmark's 3(21) Fiduciary Retirement Plan Services offer a wide range of benefits:

A Structured Approach to Plan Efficiency and Compliance Oversight. We focus on operational aspects, including plan eligibility, contribution modeling, and compliance. We seek to maximize your fiduciary protection and share your regulatory obligations and administrative requirements as a co-fiduciary.
Thoughtful Investment Opportunities. We recommend an investment lineup that aligns with your plan’s objectives.
Manage Plan Costs. We evaluate and monitor provider fees and services for reasonableness.
Save time. With Investmark handling all investment related items, participant education and plan benchmarking, you can focus on the core duties of managing your businesses.
Less paperwork. Client day-to-day administrative duties are coordinated by Investmark and Designed To Support ongoing compliance. Investmark maintains an audit file and other documentation.
Experienced, Client-Focused Guidance. We provide administrative support and guidance to help businesses navigate their plan management responsibilities.

401(k) and Retirement Plans for Dealerships

Are You Ready?

Thoughtful Investment Opportunities. We recommend an investment lineup that aligns with your plan’s objectives.

Manage Plan Costs. We evaluate and monitor provider fees and services for reasonableness.

Save time. With Investmark handling all investment related items, participant education and plan benchmarking, you can focus on the core duties of managing your businesses.

Less paperwork. Client day-to-day administrative duties are coordinated by Investmark and Designed To Support ongoing compliance. Investmark maintains an audit file and other documentation.

Experienced, Client-Focused Guidance. We provide administrative support and guidance to help businesses navigate their plan management responsibilities.

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