5771 South Fort Apache Road
Helping with the administration, compliance, and recordkeeping to make your job easy
Work with our 401(k) specialists to launch a custom plan in no time. Our program may completely integrate with your payroll software.
The advisors at Caldera Wealth Management Group are a 3(38) fiduciary and our partner, Transamerica is an ASPPA Certified Recordkeeper* and Plan Administrator.
Your Form 5500 is filed automatically, offer safe harbor plans, and perform ongoing nondiscrimination testing.
✅ Investment monitoring✅ Low cost investment funds✅ Automatic re-balancing+✅ ERISA 3(38) fiduciary
✅ Integrated with top payroll software+*✅ Profit sharing+✅ Safe Harbor plans+✅ Third party administrator+✅ Employee education and notices*
✅ Nondiscrimination testing+✅ Ongoing compliance test monitoring+✅ Plan review consultation✅ Automated statements*✅ Form 5500 prep and filing+
Disclosure : Not all services provided by Caldera Wealth Management Group and are provided by third-party administration/TPA (+) and/or Recordkeeper (*).
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