When it comes to designing and administering your 401(k) plan, our advantage is our ability 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 to assist with their 401(k). And studies show that a financially secure and confident employee is a more productive employee.
Participant support and user-friendly website
24/7 online access and 800# for participant assistance.