Fortune 401K, Inc. has specializes in providing Qualified Plan Administration services to Sole Proprietor’s, S Corporations, C Corporations, Partnerships, Limited Liability Corporations (LLC’s), and Limited Liability Partnerships (LLP’s).
Our Firm can help you in the design and implementation of all Qualified Plans such as 401(k), Defined Benefit, Profit Sharing, ESOP’s, Cash Balance, Target Benefit and Money Purchase Plans.
Our plan design will help you determine the best plan for you and your company. From the simple Profit Sharing to the more complex “Cross-Tested” Plans of today to the “popular again”, Defined Benefit Plan as well as DB/401(k) “Layovers” we are ready to make your plan works for you under all current Internal Revenue Service/Department of Labor guidelines.
We work with all Investment Houses, Banks, Mutual Funds and Insurance Companies to help you with the most important aspect of any plan…making money.
Bringing you the expertise from the early days of ERISA in 1974 to the current events of today, Fortune 401K, Inc. is ready to go to work for you.
Our Firm provides comprehensive administration services to all of our qualified plans, which entail the design of Internal Revenue Service approved plan , the enrollment of employees into the plan, the coordination of payroll and investment vehicles to be used as well as the ongoing support, such as the valuations, employee certificates and government testing.
Our Firm provides comprehensive consulting services to clients and prospective clients which enable them to decide which qualified plan best suits their particular needs. In addition, we are capable of conducting Internal Revenue Service and Department of Labor audits.
Our Firm provides comprehensive plan document consulting, design and implementation to insure that the client has a plan which meets all Internal Revenue Service and Department of Labor requirements. From standardized to non-standardized plans as well as individually designed plans, we are able to complete the process in a timely manner.
$M in Assets
Years Of Experience
We offer many different IRS qualified plans. Depending on the needs and goals of our client, we will determine which plan is best suited to achieve those goals. Learn more about which plans we offer.
The IRS is constantly making changes to the law regarding retirement plans. We make sure we keep track of all changes so our clients do not have to. Please check out our news page to learn about recent IRS updates
245 West Wieuca Road, N.E
Atlanta, Georgia 30342
Mon-Fri: 8am – 6pm