Faq Categories: Partners

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,

While some platforms compete with advisors, we recognize that they improve outcomes, so we actively seek to include them on as many plans as possible. We prefer our clients to have an advisor-led retirement experience. We offer advisors a robust

Of course! While we offer 3(38) services for those who want it, advisors who prefer to act as the 3(38) can do it. Our partner portal includes a builder that allows you to create a fund lineup to use on

Every 401(k) plan is fully integrated with the Matrix Trust Company, part of the Broadridge family of services, to provide custodial services. Matrix has deep roots in the financial services industry, and is trusted by financial professionals to safeguard plan