At DataPath Ltd., we specialize in providing comprehensive support for 401(k) retirement plans. Our experienced teams work across multiple specialized departments to deliver efficient, accurate, and compliant services tailored to your needs.
Distributions
We manage all aspects of participant distributions, including withdrawals, rollovers, required minimum distributions (RMDs), loans, and hardship distributions—ensuring accuracy and compliance with IRS regulations.
Sales
Our sales team works closely with financial advisors, plan sponsors, and partners to deliver tailored 401(k) solutions that meet unique business goals.
New Business
From onboarding new clients to setting up retirement plans, our New Business department ensures a smooth and efficient start to your 401(k) journey.
Business Development
We build and nurture relationships with partners, clients, and industry stakeholders to expand opportunities and strengthen service offerings.
ERISA Services (Plan Document Services)
Our ERISA specialists prepare, update, and maintain plan documents in accordance with Department of Labor (DOL) and IRS guidelines, ensuring your plan remains compliant.
Compliance Services
We provide expert compliance testing, nondiscrimination testing, and plan reviews to keep your 401(k) plans in line with regulatory requirements.
Recordkeeping Services
Accurate, secure, and timely recordkeeping is at the heart of our services—ensuring all participant data and plan transactions are processed and maintained without error.
Form 5500 Services
We prepare and file the annual Form 5500 to meet federal reporting requirements, minimizing risks of penalties and ensuring transparency for plan sponsors.