Made Better Together

Our amazing platform and your excellent service make for an unbeatable offering.

Partner with Us!

We deliver far more
for far less

More

  • Time Saving Automation

  • Powerful Portfolio Tools

  • Low-Cost Investments

  • Plan Design Options

Less

  • Administrative Hassle

  • Employer Expenses

  • Cost to Employees

  • Complicated & Hidden Fees

We’re in this together

Ensuring every American is ready for retirement is a bold mission, and we can’t do this alone. We understand the critical role our partners play in helping businesses with their 401k. Our partner-based model is built to make your life easy so you can focus on service rather than paperwork, billing and all the hassles of traditional plans. We want every plan we manage to have the support of a local partner, in fact, if we get a plan that wasn’t referred to us from a partner, we try to pair them up with one of our trusted partners.

Save Time

Stop wasting time with complicated on-boarding processes, frustrating plan design, administration, compliance and recordkeeping. We handle the busy work so you can spend more time advising your clients and winning more plans.

Full Service

We are the recordkeeper, plan administrator, and handle all 3(16) related services. We can also provide a full 3(38) services or allow our partners to provide their choice of 3(38) or 3(21) services. We even handle the billing to keep things simple and transparent.

Compliance

Our fully integrated system does ongoing testing throughout the year to prevent surprises that arise during year-end testing. We also handle annual 5500 filings so you don’t have to. All assets are held by our partner, Broadridge Matrix, and all data is handled with bank-level security standards.

Powerful Partner Tools