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

Employers

• Full 3(38) fiduciary protection under ERISA. Includes developing an investment policy statement, monitor and manage fund list and asset allocation models. Click here to see why this matters.
• 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

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

PAYROLL INTEGRATION

In addition to our preferred providers, our record keeping platform can seamlessly integrate with all major payroll service companies.