When it comes to designing your 401(k) plan, our goal is to deliver large employer benefits to small businesses.
Low-cost, 100% transparent fees
Our 401(k) fees are not just low, but also 100% transparent and based on participant headcount as much as possible. Set up, conversion, and annual administrative fees are fixed fees, not asset-based. We do this to keep administrative fees low year after year, even as plan assets continue to grow.
Open architecture, quality investment choices
We make it simple to choose low cost investments in your 401(k) plan by giving you access to multiple share classes from more than 300 fund families, including popular fund families like Vanguard and Fidelity. You can also elect to include a self-directed brokerage account from TD Ameritrade with your plan.
Expert Employee Financial Guidance
Your employees will have access to a dedicated plan Certified Financial Planner™ professional. Your dedicated advisor is typically scheduled to be onsite twice annually, but this schedule can be adjusted to meet your requirements.
Participant support and user-friendly website
Participants will be able to access and fully manage their retirement plans directly online. Participants can also contact our service team 800# for support.