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