401(k) and retirement plan design and administration

Offer a workplace retirement plan your employees value. ANR supports employers with 401(k) plan design, coordination with retirement plan providers, implementation and ongoing administration, with expert advice when you need it.

Advisor explaining 401(k) plan design and retirement readiness to employers

What ANR delivers

The scope is tailored to your business. These are the areas we typically take on for you.

  • Plan design

    Guidance on structuring a 401(k) plan that fits your workforce and goals.

  • Provider coordination

    We work with retirement plan providers on your behalf, from set-up to ongoing service.

  • Implementation

    Plan launch and employee enrollment managed with clear communication.

  • Ongoing administration

    Support with the day-to-day administration of your plan, where applicable.

  • Payroll integration

    Employee and employer contributions coordinated with each payroll run.

  • Expert consultation

    Book focused, hourly support on planning questions, problem-solving and next steps.

Who it’s for

  • Small businesses setting up a 401(k) for the first time
  • Employers reviewing an existing retirement plan
  • Companies using retirement benefits to attract and keep talent

Challenges we solve

  • Not knowing where to start with a 401(k)
  • Contributions that don’t line up with payroll
  • Administrative work landing on owners and managers
  • A plan that no longer fits a growing team

How the engagement works

A clear, five-stage path from first conversation to ongoing support.

Start with a discovery call
  1. Discovery call about your goals and workforce

  2. Needs assessment of any existing plan and providers

  3. Plan design and scope presented in a closing meeting

  4. Implementation and employee enrollment

  5. Ongoing administration and periodic reviews

Case study: Law firm

End-to-end HR and retirement administration for a law firm

Challenge
The firm needed support with HR administration and its workplace retirement benefits, without adding internal overhead.
ANR’s solution
ANR carried out a detailed assessment of the firm’s needs and targeted specific services, reducing overhead in the process.
Outcome
With ANR providing full end-to-end administration, the firm’s partners can focus on growing the business, with peace of mind.
See all case studies

401(k) questions

Can’t find what you’re looking for? Our team is happy to help.

Ask us a question
Can a small business offer a 401(k) plan?

Yes. Many small businesses offer 401(k) plans to attract and keep employees. We’ll help you understand the options that fit your team.

How long does it take to set up a 401(k) plan?

Timelines depend on the plan design, the provider and your payroll set-up. We’ll give you a clear timeline in your proposal.

Do you coordinate 401(k) contributions with payroll?

Yes. Contributions are coordinated with your payroll so they are processed correctly every pay period.

Talk to us about 401(k) and retirement plans

Your enquiry goes straight to our leadership team, with 401(k) and retirement plans already selected.