Turning Point Associates, Inc. located in Swedesboro , NJ is a small privately-owned firm specializing in the administration and recordkeeping of defined contribution plans, such as pension, profit sharing, and 401(k) plans, for small to mid-size companies….a segment of the market that is often neglected.
Social(k) Safe Harbor and Social(k) Green with fiduciary services oversight are available with Turning Point and QBox Fiduciary Services. We partnered with a second generation family business to offer a very high level of personal contact with affordable pricing.
Social(k) Safe Harbor. Fixed design and fund line-up is for small plans looking for large plan fiduciary coverage. A plan designed and managed by our team, this plan design allows small organizations who can not afford an advisor to use this product that includes a fiduciary to oversee the plan and make sure it is compliant. To reduce or eliminate testing requirements, a plan sponsor may consider adopting the Social(k) Safe Harbor 401(k) plan. If certain conditions are met, this type of plan does not require the Actual Deferral Percentage, or ADP, and the Actual Contribution Percentage, or ACP, tests to be performed.
Social(k) Green is a product we use QBOX fs to identify and monitor three tiers of investments. Tier 1 is five Index ETFs offering the basic fund choices. Tier 2 is composed of Target Date ETFs for one-stop investing. Tier 3 is a group of approved ESG screened funds.
Read more about Social(k)’s partnership with Turning Point, and about plan fees, on this info sheet.
For more information on Turning Point, write: firstname.lastname@example.org
For a demo of the Turning Point web site: https://www.retirementaccountlogin.net/turningpoint/default.aspx?timeout=true
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