401k Plan Features

Participant benefits:

• Free investment counseling
• 24/7 account access
• Online enrollment
• 6 risk targeted model portfolios
• Numerous low-cost no-load funds with free transfers
• Brokerage account option
• Participants can self-direct or have us invest

Administrative benefits:

• Online management tools & reports
• Toll-free phone support
• Signature-ready Form-5500
• IRS Form-1099 automatically filed & issued
• Non-discrimination testing (as needed)
• Partner providing free, fiduciary counsel to your employees