401(k) Plans

Employees save for retirement while providing you with a powerful recruiting and retention tool at an incredible price. We have a variety of plan options through various partners from 1 employee to 5,000. Benefits include:

  • Unlimited fund choices
    Daily valuation recordkeeping
  • Optional discount brokerage account
  • Choice of custodian (Matrix or Schwab)
Plan Admin & Compliance
  • IRS-approved plan document

  • Annual compliance testing

  • Signature-ready form 5500

  • Online compliance calendar

Plan Sponsor Online Services
  • 30-minute online plan setup

  • Plan forms online

  • Employee census management

  • Payroll file submission

  • Compliance calendar

  • Monthly e-newsletter

  Plan Participant Online Services
  • Online enrollment meeting
  • Daily account snapshot
  • On-demand Web statements
  • On-demand transaction history
  • Unlimited fund transfers
  • Retirement planning tools, calculators
  • Loan modeling
  • Plan forms online (rollover, distribution)
  • Toll-free live customer support