Put simply, like many other small business owners, we came to fix a problem! We were fed up with the status quo and believed we knew the exact way to address it. By employing time-tested technologies and leveraging the latest regulatory frameworks, we have developed an intuitive solution to make modern retirement plans more accessible and affordable.
Similar to how E*Trade revolutionized the discount brokerage world in the 1990s, we have created a net-native architecture that enables us to establish a 401k plan online in a matter of minutes. Additionally, our Software as a Service (Saas) platform allows us to provide greater transparency and utility to our Plan-Clients; whereby we have streamlined the routine operation of a modern Profit Sharing/401(k) plan. All of these differences have enabled us to realize significant operating efficiencies, that have reduced our cost of offering a 401(K) plan. So, as we understand the value of every dollar, we are able to pass these savings along to our Plan-Clients.
Unlike many of our competitors, we chose not to raise large amounts of venture capital and are not pressured to satisfy some institutional investors' appetite for quick returns. Similarly, we are not ex-investment bankers - nor corporate elites; we learned the retirement industry from the ground up and built our subject matter expertise through doing. We understand and value the small business owner's struggle to balance work & family, while carving out an honest living for themselves and their employees. We are entrepreneurial small business owners ourselves - just like the clients we cater to.
Our Points of Differentiation
Establish your new 401(k) online in a matter of minutes - not weeks, then your employees enroll themselves online and your workplace retirement savings plan is retirement ready!
Our Software as a Service (SaaS) platform streamlines the inner workings of the modern Profit Sharing/401(k) Plan for both the business owner(s) and their employees.
our evolved technology platform can integrate with any payroll services provider or HCM platform in the marketplace, to ensure your data records remain synchronized.
By leveraging technology to streamline and automate routine processes, we have created operational efficiencies that deliver cost savings which we pass along to our clients.