A Better Designed 401(k) for Your Small-Business
When it comes to designing and administering small-employer 401(k)s, our value is the ability to coordinate and deliver large plan features & benefits to small-plan sponsors, at often substantial savings, including:
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. Plan set up, administrative, record-keeping, and CFP® guidance fees are fixed, not asset-based. We do this to keep administrative fees low year after year, even as plan assets continue to grow.
Select from a well diversified investment offering and completely open architecture investing platform. With more than 300 mutual fund families and ETF’s to choose from, including Vanguard, Fidelity, and American Funds, we always offer the best share-class available. You can also elect to include a self-directed brokerage account with your plan.
Employee & Plan Sponsor Support
Employees have 24/7 online access to their plans (both English and Spanish) and a dedicated team available to answer questions and provide support from 9:00-6:00 PM (MDT), Monday-Friday. As a plan sponsor, you will have a dedicated relationship manager to assist.
CFP® Professional Guidance
Foster an educated workforce and help your employees achieve greater financial health with professional investment and retirement advice from your on-site specialist.
Request your complimentary & confidential 401(k) fee comparison today.