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Benefits of a 401(k) Plan

The AssetMark 401(k) Plan

Converting to an AssetMark 401(k) Plan

Plan Sponsor Web Instructions

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The Benefits of a 401(k) Plan

As an employer, you know how expensive it is to attract, retain and train qualified employees. In addition to attracting and keeping your employees, another way in which you make an investment in the future of your company is through your employee benefits package. A 401(k) plan can be an integral part of that package – and the AssetMark 401(k) Plan is ideally suited to your needs.

Why offer a 401(k) plan?

The answer to that question is pretty simple: 401(k) plans help you keep your current employees and attract the talented and experienced people your business needs today.

Surveys and studies have shown that a 401(k) plan helps employers build loyalty with their current employees. 401(k) plans have also become an expected employee benefit when prospective employees are looking at your company.

401(k) Plans Can Pay Off Immediately

In addition, 401(k) plans offer some immediate pay-offs for your business. Those are:

•   Matching contributions, if you choose to make them, are tax-deductible. Many employers add matching contributions to encourage participation in their company's 401(k) plan. Matching contributions can also be used to create performance-based incentives or simply to enhance the appeal of your plan.
•   Administrative costs (and establishment fees for small plans) are also tax-deductible.
•   401(k) plans are visible and valued. Whether you are a start-up or established business, a 401(k) plan can be the centerpiece of your employee recruitment and loyalty programs.

The AssetMark 401(k) Plan is Designed for You

The AssetMark 401(k) Plan is designed with your business in mind.

The plan offers comprehensive and flexible investment options and is easier to administer than many other 401(k) plans. The AssetMark 401(k) Plan:

•   Provides diverse investment options.
    • Six Target Allocation Funds as core plan investments.
    • These Target Allocation Funds provide plan participants with a comprehensive asset allocation strategy. Offering Best of Class investment managers selected and monitored using Wilshire Associates manager research and due diligence, the Target Allocation Funds provide participants with a one-stop investment solution for their 401(k) account.
    • The employer and advisor can choose up to 14 additional no transaction fee mutual funds from the 2000 funds on the AssetMark iFlex 401(k) Plan list.
•   Is flexible so you have choices about:
    • Participant eligibility
    • Vesting
    • Employer contributions
    • Loan features
•   Delivers the benefits of a daily valuation 401(k) plan.
    • Account and trade transaction information is updated each business day that the market is open.
    • Internet and phone-based access to trading, account information and other plan features.

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AssetMark is a Registered Trademark of AssetMark Investment Services, Inc.
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INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE