Participant benefits:
- Free access to comprehensive financial planning services
- 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 manage
Administrative benefits:
- Seamless payroll data feed via ADP
- Online management tools & reports
- Toll-free phone support
- Signature-ready Form-5500
- IRS Form-1099 automatically filed & issued
- All compliance, including non-discrimination testing
- Free, fiduciary counsel to your employees
Click here to download our 401k plan brochure.