401K

A Modern 401(k) Without the Middlemen

WE RUN YOUR 401(K)
SO YOU DON'T HAVE TO

Employees

  • On-Demand video enrollment and ongoing education. Available across all devices 24/7

  • Access account information for any device, any time

  • 1-on-1 investment advice from a licensed professional whenever requested (via phone)

  • Access to low-cost index funds regardless of plan size or account balance

  • Choose your funds from the menu of available funds or access a risk-based asset allocation that will be rebalanced and managed on your behalf.

  • Ongoing video education and email support

Employers

  • Full 3(38) fiduciary protection under ERISA. Includes developing an investment policy statement, monitor and manage fund list and asset allocation models. Click here to see why this matters.

  • Simple conversion process from existing 401(k)

  • On-Demand Video enrollment for existing and new employees

  • Full service administration

  • IRS Form 5500 and plan document preparation and filing

  • Plan design expertise including profit sharing, cash balance etc..

  • IRS non-discrimination testing and monitoring

  • Generating participant disclosures and annual notifications