The Platinum 401k, Inc.

The Platinum 401k, Inc. U.S. Department of Labor registered Pooled Plan Provider for Pooled Employer Plans. Retirement Plan

The Platinum 401k has Pooled Employer Plan solutions that can allow employers to

- Eliminate trustee-level liability;
- Lower their overall plan expenses by 30% or more;
- Eliminate plan document restatement fees;
- Dramatically reduce employer-level fiduciary liability by delegating many of these responsibilities to independent ERISA fiduciaries;
- Utilize an ERISA 3(38) Fiduciary Investment Ma

nager to eliminate investment selection and monitoring risks for the employer;
- Eliminate annual plan audit fees and Form 5500 filings;
- Eliminate plan document charges;
- Allow the employer the ability to concentrate on running their business instead of their 401k plan! The program allows significant flexibility in plan design while affording employers the protection of "the Platinum Standard" in fiduciary risk. Contact us for more information at

[email protected]

or at 813.281.0707

Proud to support the work of the good folks at the Rotary Club of Oldsmar/East Lake!
10/24/2022

Proud to support the work of the good folks at the Rotary Club of Oldsmar/East Lake!

Merry Christmas!
12/24/2021

Merry Christmas!

What organization was among the first to register as a Pooled Plan Provider with the DOL and IRS?What organization has s...
07/25/2021

What organization was among the first to register as a Pooled Plan Provider with the DOL and IRS?

What organization has served as a 3(16) Plan Administrator for Multiple Employer Plans for over a decade?

What organization has registered more Pooled Employer Plans than any other group (28)?

That would be The Platinum 401k, Inc. and our affiliates. How can we help you?

POOLED EMPLOYER PLANS FOR ADVISORS, RECORDKEEPERS, AND SERVICE PROVIDERS Presented by The Platinum 401k, Inc. Clearwater, Florida Download PDF

Thank you TAG Advisors for inviting us to present at your National Conference in Florida this week! We are delighted to ...
02/11/2021

Thank you TAG Advisors for inviting us to present at your National Conference in Florida this week!

We are delighted to be engaged as the 3(16) Plan Administrator for the new TAG(k) Pooled Employer Plan!

We're America's Pooled Employer Plan leader. Whether you're an advisor looking for a custom-branded PEP or a broker/deal...
01/30/2021

We're America's Pooled Employer Plan leader.

Whether you're an advisor looking for a custom-branded PEP or a broker/dealer looking for an "unconflicted" PEP structure, we should talk.

We work with several major recordkeepers and have over a decade of experience serving as a 3(16) Plan Administrator for multiple employer plans.

03/30/2020

Our firm is going to waive all our 401k loan origination and hardship withdrawal fees for 401k plan participants until April 30th.

I encourage my colleagues in the industry to do the same during these challenging times for our country.

03/23/2020

We remain 100% operational in support of our clients and business partners during these difficult times. Please take care of yourselves and your families!

The Secure Act will bring Pooled Employer Plans to America's workers in 2021. End your 401k annual plan audit and Form 5...
03/15/2020

The Secure Act will bring Pooled Employer Plans to America's workers in 2021. End your 401k annual plan audit and Form 5500 filings!

POOLED EMPLOYER PLANS FOR ADVISORS, RECORDKEEPERS, AND SERVICE PROVIDERS Presented by The Platinum 401k, Inc. Clearwater, Florida Download PDF

Address

2454 N McMullen Booth Road, Ste 431
Clearwater, FL
33759

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18132810707

Website

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