Better than your current 401(k) provider.
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See what sets us apart.
platform feature
No administrative burden
After setup, you’ll forget you have a 401(k)! It only requires 10 minutes a year from you.
Payroll integrations make most of the work happen automatically, and our technology handles employee notifications, testing, and all other administrative tasks, taking the burden off you.
- Integrations with major payroll and HR providers, like ADP and Rippling, remove the manual work of managing contributions from your task list.
- True360 integration gives you the same benefit as a full API integration, for those using less common payroll platforms.
Platform feature
High quality investments
Thousands of funds to choose from, with guidance to help you offer the best ones to your team.
Our philosophy is designed to help participants have the best investing experience possible. So, we offer a large variety of funds to allow you to use those that perform in different market conditions. We make the funds affordable, so you don’t lose your savings to fees. And we allow you to bring your financial advisor with you, should you choose to.Â
Our philosophy is designed to help participants have the best investing experience possible. So, we offer a large variety of funds to allow you to use those that perform in different market conditions. We make the funds affordable, so you don’t lose your savings to fees. And we allow you to bring your financial advisor with you, should you choose to.Â
- Robust lineup of quality funds
- Optional outside 3(38) advisor
platform feature
Stellar customer support
We don’t automate relationships.
We offer live support for employees, and dedicated relationship managers for employers and partners. Just read our customer testimonials to see how valuable our support team has been to our clients!Â
- Industry rated #1 for customer satisfaction
- Support available by phone, email or chat
Automating everything but relationships.
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