Our objective is to provide employers with a low-cost, easy-to-implement plan and assist employees achieve their long-term goals through diversified portfolios and holistic advice.
Flexible, Easy Setup
By automating the Employer Application and Participant Enrollment processes that traditionally required you and your employees to fill out hard-copy forms in person, we save you time, money, and frustration.
|
Minimal Effort
We make offering a plan easy to implement and administer. Our objective was to create a plan that imposes little burden on your HR staff to maintain the Plan.
|
No Hidden Fees
Most retirement plans have high hidden fees that are paid to mutual fund companies. We avoid these fees by using low cost Exchange-Traded Funds (ETFs).
|
Freedom to Choose
We understand that you may have a plan structure already in place that you want to keep. Our flexible plan structure means that you can keep your existing plan’s rules and trustees.
|