A retirement plan for your nonprofit. Full-service management so you can focus on your cause.
We’ll handle all of the backend management of your nonprofit retirement plan.
We’ll take care of implementing new plans, converting existing plans, as well as all ongoing recordkeeping and custodial service requirements.
Your employees can invest on their own, or in the various models that we’ve built and manage.
Choose over 25,000 different securities, or invest in one our models that are managed by our team.
Financial and retirement training resources at your employee’s fingertips.
Participating individuals will have access to plenty of resources to assist them in their quest for retirement.
One-time setup fee: Starts at $2,000
Ongoing monthly fee: Starts at $355
Annual custody fee: 0.50%
Average fund fee: 0.07%