America’s 401(k), Inc. is a third party retirement plan administrator focusing on the following:
what we do
- 401k plans
- Safe Harbor plans
- Profit Sharing plans
- New Comparability plans
- Defined Benefit plans
- Money Purchase plans
- 403b and 457 plans
- Non-Qualified plans
Plan Administration and Recordkeeping
- Plan design
- Document preparation
- Complete compliance reporting and government filings
- Annual reporting and administration
Communication and Implementation Services
- Enrollment and education meetings
- Newsletters and communication materials
- Interactive websites for participants and sponsors
- Perpetual retirement consulting
- Experienced transition team
Michael C. Duke, President / CEO
Co-founder of America's 401(k), Inc. Mike has considerable experience in the area of
tax, corporate finance, and employee benefit planning from working for law firms and
accounting firms. Mike also co-founded a trust company as well as companion
financial services and securities firms (Broker Dealer/FINRA member) to provide a
complete array of retirement planning services to corporate clients. He has served in
the U.S. ARMY. He has a Bachelor of Business Administration degree in accounting
and retains a variety of Securities Licenses. Registered Representative of Institutional Securities
Corporation.
Mike also has the following designations:
- AIF: Accredited Investment Fiduciary
- CRA : Certified Retirement Administrator
- CRC : Certified Retirement Counselor
Tom Oley, Vice President, Marketing
- Masters of Business Administration, Texas Christian University
- Bachelor’s degree, Southwestern University
- Variable Contract licenses with Registered Representative of Institutional Securities Corporation
- Group One insurance license
Corporation
Diane Schwab, Executive Vice President of Business Administration
Diane has worked in the design, implementation and administration of qualified plans since 1980. Prior to coming to America's 401(k), Inc. Diane managed the administration and compliance of qualified plans for a trust company and three pension administration firms. She has also worked in related fields for an insurance company. She has a Bachelor of Arts degree.
Diane also has the following designations:
- CRC: Certified Retirement Counselor
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