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

 

SAVE TIME WITH PROFESSIONAL SERVICES

Employers

Simple conversion process from existing 401(k)

Payroll provider integration

Payroll monitoring

On-Demand enrollment for existing and new employees

Census data updates through plan website

Full service administration

IRS Form 5500 and plan document preparation and filing

Contribution processing

Online loan processing

Plan design expertise

IRS non-discrimination testing and monitoring

Generating participant disclosures and annual notifications

Annual report package for larger plans requiring audit

 

Employees

Online enrollment and ongoing education. Available 24/7

Access account information on our mobile site

1-on-1 investment advice

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 re-balanced and managed on your behalf

Ongoing video education and support

Financial planning tools and ongoing account management

Open Account Schedule a call