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 from over 25,000 securities to be included in your nonprofit’s retirement plan, or participants can invest in our managed portfolio models.
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 $1,500
Ongoing monthly fee: Starts at $355
Annual management fee: 0.50%
Average fund fee: 0.08%
Our billing is flexible where we can either invoice the organization for all fees, deduct all fees from the plan’s assets, or a mix of both.