We have a flexible platform that works for almost all plan design options. We understand the IRS requirements. We guide you through the setup process carefully, and then offer a plan design suggestion that best meets your company’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.