There is nothing else like it on the market for small employers.
• Low-cost transparent fee structure
• Maximum Contributions—No Testing
• Reduced fiduciary exposure
• No plan set-up or conversion costs
• Roth 401(k) option
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You get the plan you want from a team of established, national service providers, each performing the role that they do best.
• We are independent.
• Unlike many others in the
business, we are not “selling” our
own investment products.
• You even have the option of using
your current Registered Investment
Advisor on the team as well.
• Our role is to help you figure out
what you want and provide you
with one or more alternative
options for your consideration.
• We will even help you solicit proposals from other 401(k) providers.
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