Retirement Plan Administration & Small Business 401(k) Fresno, CA

Small Business 401(k) and Investment Advisory

Blosser Harrison provides flexible 401(k) plan design and investment advisory services. Our retirement plan consultants work with small to midsize businesses locally in Fresno and Clovis, CA and throughout California and nationwide.

Services include:

  • Retirement consulting.
  • Fiduciary assistance.
  • 401(k) committee education.
  • Retirement plan design and installation of plan document.
  • Determination of employee eligibility.
  • Prepare annual reports (IRS Annual Return/Report Form 5500, attachments and summary annual reports).
  • Maintain individual records for participant accounts. (Record keeping)
  • Trust asset reconciliation.
  • Plan record keeping and compliance.
  • Determination of employee eligibility.
  • Employee Meetings.
  • Preparation and distribution of employee communication material.
  • Calculation of employer contributions.
  • Calculation and communication of distributable events (retirement, death, disability, loans, termination).

Small Business 401(k) Solutions That Work

There are many factors to consider when choosing a retirement plan for your business. At Blosser Harrison we provide an integrated approach for all your qualified plan needs. From investment management to plan administration we can help you carefully construct a suitable retirement plan and tax strategy for your business.

For so long small and mid size businesses have had to piece together these two services which can often create too many moving parts or excess cost. Whether your goals are employee recruitment and retention or maximizing your tax planning needs, we can help you select and design the right retirement plan for your company.

Blosser Harrison Wealth Management provides small business 401(k) administration and asset management for business locally throughout Fresno, Clovis and the central valley of California. Our small business 401(k) services are also available remotely for businesses throughout California. 

Investment Advising

Getting started with a 401(k) can be a daunting task; the advisor's at Blosser Harrison can help your employees decide how much to contribute and how to allocate their investment assets. Blosser Harrison offers pre-built ETF models which can make the process a breeze and keeps costs down. We also offer a vast array of no transaction fee ETF's and mutual funds for plan participants who want to pick their own investments. Through Blosser Harrison Wealth Management, we serve as a plan fiduciary, which means we always put your best interest first - and do not receive third party kickbacks from any funds; which has been all to common in the industry for far too long. 

Twice The Features at a Major Price Reduction

For much less then what you might pay with a bigger financial institution Blosser Harrison can give you and your employees more options when it comes to crafting your retirement plan. You can offer Traditional 401(k), Roth 401(k), Safe Harbor, profit share, Solo 401(k) and SIMPLE IRA plans, in addition you can arrange optional match or vesting schedule. 

You may even be eligible for up to $1,500 in tax credits fro setting up a new plan as a small business. 

Fees

Our pricing is very straight forward. 

  • No monthly administrative charges. 
  • The average account pays just 1%-1.25% of plan assets under management.
  • Annual 5500 filing fee of $500
  • Setup fees are based on company size and start at $500 and one time fee of $45 per plan participant.




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