Haycion Advisor Network

TA

The Retirement Advantage

Helps employers and financial professionals design, administer, and manage compliant retirement plans and fiduciary solutions.

Advisory firmtra401k.com ↗

Engagement models
Retainer, Project, Outsourced team, Workshop or training
Ideal client size
1 to 10 people, 11 to 50 people

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About

Retirement plan services provider offering fiduciary support for employers and financial professionals.

Services

  • Fiduciary Services

    Outsource fiduciary responsibilities to mitigate risk and meet ERISA obligations.

  • Data Collection

    Streamline compliance and reporting through expert data collection services.

  • 401(k) Plan Options

    Tailored options for establishing and managing 401(k) plans to meet employer needs.

  • Cash Balance Plans

    Provide cash balance plan solutions to offer alternative retirement savings vehicles.

  • Compliance Restoration

    Restore and ensure legal compliance for retirement plans with expert restoration services.

  • Consulting

    Consulting to optimize retirement plan design, administration, and fiduciary risk management.

  • ERISA/Fidelity Bond

    Protect retirement plans against fraud and dishonesty losses with required bonding.

  • EZ Solo 401(k) Plan

    Solo 401(k) plan option for small-business owners to maximize retirement savings with flexible contributions.