Caliber Wealth Management 401(k) handles all of the details of 401(k)s with the most technically advanced recordkeeping and
administration services available today - combined with a high level of customer support and service. Our services for employers include:
Easy Online Plan Establishment
Tired of the run around that's associated with setting up a plan? Our convenient online establishment makes starting a plan
quick and painless. Answering a series of questions sets up the entire plan, and all of the necessary documents are
available immediately for printing. If you have a question, just click on our help link, or contact us, and we'll take care
Updated Employee Census
Keeping on top of the constant changes from your employees is
always a challenge. Online, employers can access and update employee accounts,
employment status, and payroll contributions.
Online Deferral Tracking and Payroll Submission
You can view deferral amount changes made by employees and incorporate them into the payroll system before
the next processing date. Our easy-to-use Payroll Center shows employers the latest pay and deferral information.
Payroll information can be submitted or edited over the Internet using the latest 128-bit encrypted security technology.
Online Plan Monitoring
You can monitor the assets held in the plan as this information is updated daily.
Form 5500 Preparation
As specified in ERISA by the IRS, employers are required to file a Form 5500 for their 401(k) plan
annually. Because we know you're busy running your business, we'll prepare this form signature ready as part of our
services. Just sign and send it in!
In order to make sure your plan is operating within the IRS and DOL guidelines, required Compliance testing
is completed annually. We test your plan and recommend corrections if necessary, and monitor any new
regulations throughout the year that may affect you.
Employer-Sponsor Service and Questions
We know you and your employees may have questions about your 401(k) plan or investments. Answers to
frequently asked questions are available at the click of a mouse. If you can't find your answers there, please see our
Contact Us link for information about how to reach a Customer Service Representative.
Employers need to focus their valuable time on running their business and ensuring profitability.
We know employers have important obligations and don't want to spend valuable time and profits maintaining a 401(k) plan.
When important information needs to be passed on to you, we send email notifications informing you of matters that may
otherwise be over looked.