Automated administration with all major cloud-based payroll providers including Namely, Gusto, QuickBooks Online, Justworks, Paylocity, Intuit, TriNet, ADP, Paychex and many more.
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.
Support and education
Dedicated account manager supports company administrators and employees with financial training and advising, rollovers, distributions, and onboarding included.
Any questions? Schedule a demo with us by using the form below or email us at [email protected].