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