5-Minute Plan Establishment
Our intuitive online Plan Establishment process enables employers to set-up their plan in a matter of minutes - compared to weeks with traditional providers.
Our technology platform can seamlessly integrate with third-party payroll service providers, to ensure your 401(k) and payroll records are routinely synchronized.
Institutional Investment Access
Our open-architecture investment platform allows access to mutual funds, CITs and ETFs, as well as institutional share classes that save participants money.
Complete Fiduciary Protection
Our solutions are designed to provide fiduciary outsourced services that can mitigate or relieve business owners of the traditional fiduciary burdens under ERISA.
We provide up-front and ongoing consulting services to help our Plan-Clients determine the plan design features that best suit their needs. From determining eligibility and entry dates to evaluating safe harbor provisions and profit sharing allocations, we can help you build the right retirement plan for your organization.
Administration & Compliance
We "bundle" our services to create operational efficiencies that reduce the administrative burdens for our Plan-Clients, by performing all the requisite functions of maintaining a workplace retirement savings plan. Furthermore, as a professional outsourced 3(16) Fiduciary Administrator, we also accept a fiduciary role that ensures our Client's plan operates compliantly.
Our partnership with Fi401k Advisors provides our Plan-Clients access to an award-winning professional Pension Manager, who performs in a fiduciary role. From assembling a line-up of high-quality investment options to constructing straight-forward allocation models for plan participants, Fi401k Advisors provides a full suite of investment solutions.
As your professional outsourced retirement plan provider, our fiduciary service providers will actively manage the required disclosures and notices that must be periodically distributed to your participants. Furthermore, we will perform the mandatory annual non-discrimination testing and complete any required tax filings on your behalf.