A premium retirement plan for your business. Full-service management so you can focus on your company.
We’ll handle all of the backend management of your business retirement plan.
We facilitate implementing new plans, converting existing plans, as well as facilitating 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.
We’ll choose the securities to be included in your company’s retirement plan, or participants can invest in our managed portfolio models.
Premium financial and retirement training resources at your employee’s fingertips.
Participating individuals will have access to a premium library of resources to assist them in their quest for retirement.
One-time setup fee: Starts at $500
Ongoing monthly fee: Starts at $85
Annual management fee: 0.70%
Average fund fee: 0.08%