Comprehensive investment planning and administrative retirement plan solutions
401k Complete, an offering by Warren Averett’s Benefit Consultants and Asset Management divisions, is a unique comprehensive retirement plan solution that includes recordkeeping/administration services and investment management all under one retirement plan umbrella. Our Benefit Consultants division is devoted exclusively to plan administration and consultation, while our Asset Management advisors provide strategic investment management so that Warren Averett can offer comprehensive retirement plan solutions to our clients. The Asset Management division serves as an ERISA 3(38) investment fiduciary, making the investment management decisions (including selection and ongoing monitoring of the fund lineup, and asset allocation decisions for the risk based models) – all so you don’t have to.
Our 401k Complete offering covers the spectrum of business retirement plan needs, including investment management, daily participant recordkeeping, plan administration, compliance testing, government reporting, employee education meetings and documented annual plan reviews. The result is fewer administrative headaches for the Plan Sponsor and a higher level of confidence and participation by the employees— all with a transparent and competitive fee structure.
Please visit Warren Averett's 401k Complete website for additional information on our 401k Complete team and services.
You can also visit the Warren Averett Asset Management website for additional services and disclosures.