Financial Advisors

Offer your clients a technologically advanced 401(k) with customizable funds and a robust trading platform.

Advisor access

Financial advisors can manage employee enrollment and offer educational training and investment advising directly on-site or remotely through the advisor portal.

Fund selection and flexibility

Customize your portfolio with an open architecture platform that gives access to every publicly traded fund: 30,000+ ETFs, TDFs, index funds, and mutual funds.

Full compliance

3(21) or 3(38) fiduciary protection, and compliance testing, IRS Form 5500 filing, IRS-approved plan documents, audit package, participant disclosures, and recordkeeping services are all included.

Custom plan design

Tailored designs include safe harbor, profit sharing, vesting, discretionary match, end-of-year match, specific eligibility requirements, and automatic enrollment.

Any questions? Schedule a demo with us by using the form below or email us at [email protected].