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