401k Plan Features

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.