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The easy, affordable 401(k) for small businesses.
The less you pay in fees,
the more money you keep in your pocket.
We’re on a mission to help every small business offer a 401(k), to help participants create a retirement they can look forward to, and sync with popular payroll providers to take care of plan administration and offer low-cost funds.
WHAT
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Fiduciary Services
Compliance Testing
Government Filing
Custodial Services
Investment Management
Plan Customization
An Online Portal
Our Six-Step Workflow Process
1
EVALUATE YOUR PLAN
2
OPTIMIZE YOUR PLAN
3
FIDUCIARY REVIEW
4
401(K) RFP/RFQ PROCESS
5
EMPLOYEE ADVOCATE
6
COMPLIANCE ASSISTANCE
Plan design: How much can you save in a 401(K)?
($316,183 FOR 2020)
We offer Traditional and Roth 401(k), Safe Harbor, Cash Balance, Defined Benefit, Deferred Compensation, Profit Sharing, Solo 401(k), SIMPLE, SEP IRA, and of course Traditional and Roth IRAs. Most importantly, we will assist you in determining your need for 3(21), 3(38), and 3(16) Fiduciary Roles.
It used to be that you had to have your 401(k) plan with a certain provider which was either an insurance corporation, a brokerage firm or an investment company. This still may be appropriate for you but with the advent of technology companies joining the space, the game has changed.