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Small Project Design Forum at AIA24

  • 1.  401K provider for small firms

    Posted 12-19-2022 08:03 AM
    We are a firm of 5 full time employees and 4 part time staff. We have been using Human Interest for our 401K. We have had some issues with them and I am looking for recommendations for an alternative company which will easily synch with our Quickbooks payroll. 
    Thanks, 
    Esther Sperber

     


    ------------------------------
    Esther Sperber
    Studio ST Architects
    www.studio-st.com
    New York NY
    ------------------------------
    PM Lunch with 2023 AIA Gold Medal winner Carol Ross Barney, FAIA. June 6, Washington, DC. Click here to learn more!


  • 2.  RE: 401K provider for small firms

    Posted 12-20-2022 05:27 PM
    We have been using Equitable. So far so good.

    ------------------------------
    Howard Miller AIA
    Studio TJP
    Seattle WA
    ------------------------------

    PM Lunch with 2023 AIA Gold Medal winner Carol Ross Barney, FAIA. June 6, Washington, DC. Click here to learn more!


  • 3.  RE: 401K provider for small firms

    Posted 12-20-2022 07:02 PM
    Howard--
    Thanks for this advice. 
    Esther 


    Esther Sperber

    Principal


     StudioST_Logo_Red_800x220_SM.png

    +1 212 643 2600 x1 Main
    +1 917 825 7419 Cell
    Studio ST Architects 





    PM Lunch with 2023 AIA Gold Medal winner Carol Ross Barney, FAIA. June 6, Washington, DC. Click here to learn more!


  • 4.  RE: 401K provider for small firms

    Posted 12-22-2022 09:50 AM
    Hi Esther
    The AIA Trust has some retirement planning/401k resources for members https://theaiatrust.com/retirement/ 
    Julie

    ------------------------------
    Julie Carpenter
    AIA Cincinnati
    Cincinnati OH
    julie@aiacincinnati.org
    513-461-4661
    ------------------------------

    PM Lunch with 2023 AIA Gold Medal winner Carol Ross Barney, FAIA. June 6, Washington, DC. Click here to learn more!


  • 5.  RE: 401K provider for small firms

    Posted 01-10-2023 07:25 AM

    Howard-

    Do you have a contact I can use? I was not able to find it on their website.

    Thanks,

    Esther

     


    Esther Sperber

    Principal


     SST-logo-red-email-small.png

    +1 212 643 2600 x1 Main
    +1 917 825 7419 Cell
    Studio ST Architects 




    PM Lunch with 2023 AIA Gold Medal winner Carol Ross Barney, FAIA. June 6, Washington, DC. Click here to learn more!


  • 6.  RE: 401K provider for small firms

    Posted 01-11-2023 06:15 PM
    I sent a reply to sender with specifics.


    Howard L. Miller, Principal
    AIA, NCARB
    206 523 1618   tip.us






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    PM Lunch with 2023 AIA Gold Medal winner Carol Ross Barney, FAIA. June 6, Washington, DC. Click here to learn more!


  • 7.  RE: 401K provider for small firms

    Posted 04-04-2023 11:42 AM
    Edited by Adam Kruvand 04-04-2023 11:48 AM

    We use Betterment which is integrated with Gusto payroll. 



    Adam Kruvand
    Studio2a
    Chicago IL


    PM Lunch with 2023 AIA Gold Medal winner Carol Ross Barney, FAIA. June 6, Washington, DC. Click here to learn more!


  • 8.  RE: 401K provider for small firms

    Posted 08-23-2023 12:42 PM

    Ester - Our 5 Member Structural Engineering Firm has been using Vanguard for the last year. They are not currently integrated with QB Payroll (2024 Migration from what I have been told) but it's a very seamless system. 

    Thanks, 

    fred 

    fred@striveeng.com 



    ------------------------------
    Fereidoon Angoory
    Strive Engineering Group, Inc.
    Atlanta GA
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    PM Lunch with 2023 AIA Gold Medal winner Carol Ross Barney, FAIA. June 6, Washington, DC. Click here to learn more!


  • 9.  RE: 401K provider for small firms

    Posted 08-25-2023 07:28 AM

    We use Guideline | Affordable 401(k) plans and IRAs for any company.

    We're happy with them and the quickbooks interface



    ------------------------------
    Jason Hagopian AIA
    Neuvio Architects
    Fort Lauderdale FL
    ------------------------------

    PM Lunch with 2023 AIA Gold Medal winner Carol Ross Barney, FAIA. June 6, Washington, DC. Click here to learn more!