Qualified Plan in a Box

managing and owning a business is difficult. a 401(k) plan adds fiduciary and compliance responsibilities mandated by erisa and the department of labor. additionally, as the business owner, you have personal liability for not complying with these complex requirements. erisa rules allow you, as the business owner, to outsource or hire experts to perform those duties for you. outsource those responsiblities to qualified plan in a box. we will be an erisa 3(38) independent investment manager for your 401(k) plan. we can efficiently deliver the needed documents and review materials in order to maintain a sound fiduciary process for your plan. we have listed below the process we use that is based on a fiduciary quality management system.