Plan Operations

Managing a 401k plan can be complicated and most plan administrators haven’t gone to school to learn how to operate a plan.  That’s where we can help.  A key differentiator of Monterey Wealth is that we will help you by supporting plan operations.  This means helping you make sure the plan is operating efficiently, smoothly, and compliantly.  We have a keen focus to help you manage your fiduciary risk while making your life simple.  We want to ensure you are being fully compliant with the rules required by the Department of Labor and the IRS while being fully compliant with ERISA.