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:
- doneEverything can be completed conveniently online
- doneWe provide assistance in the setup process
- doneEmployees 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.
- doneOnline access to the latest retirement and investment information
- doneEasily update personal information and contribution rate
- done401(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.
- doneDefinitions and help are incorporated right into the site
- doneAccess to a variety of calculators and resources
- doneUnderstand if you’re on track for retirement saving
- doneAccess to investment details and 100% fee transparency
Financial Guidance
Get personalized assitance by partnering with your financial professional, who may offer:
- doneGuidance in designing your plan and selecting investments
- doneSupport 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.
- doneOn-demand and up-to-date stats and reports about your plan
- doneUse payroll integration or easily make contributions online
- doneManage employees, loans, distributions, and more online
- doneProactive 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.
- doneDetailed instructions to guide you through each process
- doneEasily complete the Annual Plan Review online
- doneIRS 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.
- doneOur support team is responsive and happy to help
- doneWe have a Help Center with a wide range of articles that address common questions. It’s easily searchable and available 24/7
