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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
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  • 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
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    Original Message


  • 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 




    Original Message


  • 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
    ------------------------------

    Original Message


  • 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 




    Original Message


  • 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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    Original Message


  • 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


    Original Message


  • 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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    Original Message


  • 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



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    Jason Hagopian AIA
    Neuvio Architects
    Fort Lauderdale FL
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    Original Message