Services

WE RUN YOUR 401(K)
SO YOU DON'T HAVE TO

Employers

  • Simple conversion process from existing 401(k)
  • On-Demand Video enrollment for existing and new employees
  • Full service administration
  • IRS Form 5500 and plan document preparation and filing
  • Plan design expertise including profit sharing, cash balance etc..
  • IRS non-discrimination testing and monitoring
  • Generating participant disclosures and annual notifications
  • Full 3(38) fiduciary protection under ERISA. Includes developing an investment policy statement, monitor and manage fund list/asset allocation models etc...
  • Payroll integration (offered through select payroll providers)

Employees

  • On-Demand video enrollment and ongoing education. Available across all devices 24/7
  • Access account information for any device, any time
  • 1-on-1 investment advice from a licensed professional whenever requested (via phone)
  • Access to low cost index funds regardless of plan size or account balance
  • Choose your funds from the menu of available funds or access a risk based asset allocation that will be rebalanced and managed on your behalf.
  • Ongoing video education and email support