Plan types served include:
 | 401k, 403b, 457 |
| Profit Sharing |
| Safe Harbor |
Investment selections include:
| 6 model portfolios: top-performing, risk targeted |
| All no-load funds with free transfers |
| Custom designed mix of investment choices |
Administrative benefits include:
|
Online Management Tools & Reports |
| Toll-Free Phone Support |
| Signature-Ready Form-5500 & related schedules
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| IRS Form-1099 automatically filed & issued
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| Non-Discrimination Testing (as needed)
|
| Downloadable Summary Plan Description
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| Online Administrative Guide & Plan
Documents
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| Downloadable Trust Reports and Statements
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| Online Approval of Loans, Rollovers & Distributions
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Plan design features include:
| Employee Deferrals |
| Employer Matching Contributions |
| Roth Contributions |
| Hardship Withdrawals |
| Participant Loans |
| Rollovers |
| Multiple Vesting Schedules |
| Automatic Enrollment |
| Automatic Deferral Increases |
Participant benefits Include:
| 24/7 account access |
| Online enrollment |
| Automatic rebalancing |
| Direct access to Morningstar &
prospectuses |
| Plan highlights & description on demand |
| Transactional & contribution history
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| Online loan, rollover, distribution requests
|
| Downloadable, customized statements
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