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A 401(k) plan that lets you take care of business

Running your company’s 401(k) should be the last thing you need to worry about. Whether you’re self-employed or have 100+ employees, find out how we can help you and your employees save for retirement.

Quick & Easy Setup

On average, it takes 15 minutes or less to set up or convert your retirement plan.
Here’s how we make it happen:

  • Everything can be completed conveniently online
  • We provide assistance in the setup process
  • Employees can enroll online in 3 easy steps

Employee Autonomy

We did the research to discover what matters to participants. Our site is easy to use and invites employees to be actively engaged.

  • Online access to the latest retirement and investment information
  • Easily update personal information and contribution rate
  • 401(k) terminology and concepts are clearly explained

Education & Planning

We know that 401(k) can be confusing. We provide access to the information and tools you need to plan and save.

  • Definitions and help are incorporated right into the site
  • Access to a variety of calculators and resources
  • Understand if you’re on track for retirement saving
  • Access to investment details and 100% fee transparency

Financial Guidance

Get personalized assitance by partnering with your financial professional, who may offer:

  • Guidance in designing your plan and selecting investments
  • Support with managing your retirement plan

Easy Maintenance

We understand the work that goes into running a business. That’s why our goal is to make your life easier.

  • On-demand and up-to-date stats and reports about your plan
  • Use payroll integration or easily make contributions online
  • Manage employees, loans, distributions, and more online
  • Proactive notifications when your attention is required

Stay Compliant

We set you up with everything you need to run a compliant retirement plan. If you need help, we’re right there with you.

  • Detailed instructions to guide you through each process
  • Easily complete the Annual Plan Review online
  • IRS Approved Plan Documents and Pre-filled Form 5500s for taxes and reporting

Customer Support

Whether you’re a business owner, an employee, or you’re involved in plan administration – we’ve got your back.

  • Our support team is responsive and happy to help
  • We have a Help Center with a wide range of articles that address common questions. It’s easily searchable and available 24/7
See our Help Center