Theodore & Associates - A Relation Company
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401(k)

Setting up an employee retirement plan is good for business. It’s a smart way to provide a key benefit for your employees which can lead to higher retention and attraction of talent, reduce the company tax burden, and save for your own retirement.

While 401(k) Plans are our specialty, my team and I can help you choose the retirement plan that’s right for you and your company. If your situation calls for a 403b, IRA, or other type of profit sharing, we’ll tell you that – no strings attached.
​
If you already have a plan, we offer a free, no obligation, bench-marking service to analyze the current fees and services to ensure you’re maximizing the benefit employees receive, while minimizing your costs.

How's your plan performing?

We use questions in 3 primary areas to determine whether your plan is meeting your needs.
Retirement Readiness
  • Do employees know how to plan for retirement income security?
  • Is their savings rate adequate?
  • Are employees investing appropriately for their age and risk tolerance?


​
Fair Value
  • Is your plan getting fair value for its size?
  • Are you using the best funds from your available universe?
  • Are your investment, administrative, and advisory fees fair?


​
Compliance
  • Are you compliant enough to get through a DOL audit?
  • Are you remitting employee deferrals on time?
  • Do you have an adequate fidelity bond?
  • Do you have an Investment Policy Statement, and if so, can you document that you follow it?
Would you like to schedule a free, no-obligation consultation with us to discuss your business goals? Please contact us today - we'd love to meet with you!
Columbia
3020 Devine Street
Columbia, SC
​29205
803.799.9979
Summerville
204 N. Gum Street
Summerville, SC 29483
843.871.3950
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  • HOME
  • ABOUT
    • Team
    • History
    • Summerville office
    • Why an Independent Agent?
    • Featured Carriers
    • Trusted Choice® Pledge of Performance
    • Introducing Health, Life & Employee Benefits
    • Our Columbia Office Has Moved!
    • Midlands Green Business
  • REQUEST A QUOTE
  • INSURANCE
    • Vehicle Insurance >
      • Auto Insurance
      • Motorcycle Insurance
      • Classic Car Insurance
      • Boat & Watercraft Insurance
      • Motorsport & ATV Insurance
      • RV and Mobile Home Insurance
    • Property Insurance >
      • Homeowners Insurance >
        • How Much Home Insurance is Enough?
      • Renters Insurance
      • Condo Insurance
      • Landlord Protection
      • Flood Insurance
      • Earthquake Insurance
      • Personal Umbrella Insurance
      • Pet Insurance
      • Home Warranty
    • Business Insurance >
      • Condominium Homeowners Association Insurance
      • Cyber Liability Insurance
      • Business Owners Insurance
      • Commercial Property Insurance
      • Commercial Umbrella Insurance
      • General Liability Insurance
      • Commercial Auto Insurance
      • Workers' Compensation Insurance
      • Surety Bonds
      • Specialty Insurance
    • Health, Life & Employee Benefits Insurance >
      • Individuals >
        • Health Insurance
        • Short Term Health Insurance
        • Dental Insurance
        • Vision Insurance
        • Life Insurance >
          • How Much Life Insurance is Enough?
        • Disability
      • Employers >
        • Group Health Insurance
        • Group Dental Insurance
        • Group Vision Insurance
        • Group Life Insurance
        • Group Disability Insurance
        • 401(k)
        • Worksite Marketing Plans
      • Seniors
    • Insurance FAQs
  • ONLINE SERVICES
    • Pay My Bill
    • Report a Claim
    • Applications
    • Customer Reviews
    • Social Media
    • Blog
    • Flood Claim Information
    • Helpful Links
  • CONTACT