The Best Of Both Worlds.
While most 401(k) plans involve many different service providers, we are fully integrated. We are the administrator, the record-keeper and the advisor. What does that entail? Have a look below.
Cruise Control for 401(k). Our automated platform handles notices, on-boarding, trades, disbursements, rollovers and more. We integrate with a handful of top payroll providers so you can run cruise control.
Robust Plan Design
Our plan design process centers on a blend of the optimal number of options, efficiency and powerful features that fit most businesses. Some highlights are:
Options: Sure, we’ve got low cost Vanguard funds and we love them, but, they aren’t for everyone. So, we offer more than most 401(k) providers. We offer a broad variety of investment options that are designed to fit your participants needs. With 401GO you get a professionally managed fund line-up and plenty to choose from for participants that want to hand select their portfolio.
Most 401(k) plans allow participants to select from a limited list of a few funds. Our process is much more customized. We ask every participant a few questions to determine their risk tolerance and then couple that with census data to offer a portfolio designed specifically for their needs.
At a glance participants can see how their portfolio is doing, how much they’ve saved, and can quickly and easily make changes to contribution amounts and investments.
Plan administrators can manage all aspects of the company plan, verify compliance, chat with support, generate reports and access necessary documents all from a simple and friendly interface.
$9 per employee per month. ZERO setup fee, ZERO minimums, ZERO bond fee, ZERO Advisor fee, ZERO 5500 fees, ZERO BS!