Capacity Benefit

401(k) We optimize Optimize Your 401(k) Program The Capacity Benefits and Financial Services Group has Certified Financial Planners® on staff who can help optimize your 401(k) program by coordinating Investment offerings, reducing expenses, and increasing enrollment. We can also help you take advantage of new regulations that will benefit your key employees and help your company comply with its fiduciary responsibilities. Capacity Ensures the Success of Your 401(k) Program • Capacity specializes in creating programs that maximize company your 401(k) whether you are just starting or want to improve your plan participation • A customized employee communication program promotes participation in your company’s plan by highlighting its benefits to employees • Your 401(k) offering/program is highlighted during your annual benefits review • Capacity’s plan administration services streamline your administrative services and help reduce overall plan costs • Capacity’s company matching programs and profit sharing plans boost participation and can be structured to be tax deductible for your business • Capacity helps you develop an easy-to-understand diversified investment program designed to encourage participation • Capacity can provide IRA rollover services for retiring or departing employees • Capacity helps you attract and retain the best talent in a competitive marketplace by creating attractive programs for top employees

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Renewal Negotiation Employee Service Center Online Enrollment/HRIS/Billing Reconciliation Open Enrollment Healthcare Cost Containment Cobra/HIPAA 401(k) How Does Your Current Broker Compare?

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