WE RUN YOUR 401(K)
SO YOU DON'T HAVE TO
- 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
- IRS non-discrimination testing and monitoring
- Generating participant disclosures and annual
- 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)
- 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
- 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