401(k) Solutions
Smart 401(k) Plans for a Secure Tomorrow
At HeimLantz, we specialize in designing and managing customized 401(k) retirement plans that help businesses support their employees’ financial futures—while keeping compliance simple and costs under control.
Whether you're a small business offering a plan for the first time or an established company looking to improve an existing one, we bring fiduciary care, investment insight, and seamless administration to your 401(k) experience.
Why Offer a 401(k)?
- Attract and retain top talent
- Offer meaningful tax-deferred savings
- Empower employees to retire with confidence
- Receive potential tax advantages for your business
A well-designed 401(k) plan is one of the most powerful benefits you can offer—and we make it easy to get started or improve what you already have.
Our 401(k) Services Include:
Plan Design & Setup
- Custom plan tailored to your business and personal savings goals
- Traditional & Roth options
- Safe harbor, profit sharing, and Cash Balance structures
Ongoing Plan Management
- Annual reviews & benchmarking
- Participant education and onboarding
- Regular investment menu analysis
Plan Sponsor Support
- Dedicated relationship manager
- Integrated plan sponsor website accessible on any internet-enabled device
- Customized plan designs with enhanced tax-deduction plan design options
- Full-service administration, including 3(38) investment management services, and 3(16) administrative fiduciary services
- Payroll integration services
Participant Support
- Investment and retirement advice and guidance for all participants
- Managed account investment service
- Dedicated participant contact center
- Mobile-friendly website with online participant guides and account management functionality
Let’s Build a Better Retirement Together
Ready to offer a 401(k) your team will thank you for?
Schedule a complimentary consultation today, and let’s talk about how we can design a plan that’s good for your business—and great for your people.