How much plan design flexibility do you offer?

We have a flexible platform that works for almost all plan design options. Our automated setup process will suggest a plan design that best meets your client’s needs. Of course, you can choose whether or not to accept the suggestion, but most are happy with our approach.

We offer all the safe harbor plan designs (basic, enhanced, QACA, and non-elective), as well as traditional plans and solo-k plans.

For those interested in MEP/PEP plans, we offer an alternative called Syndicate that allows companies to group their plans to take advantage of economies of scale.