An essential retirement plan for your business. Full-service management so you can focus on your company.
Fully Serviced
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 we can advise them in the various investment options that are available.
An essential and specific list of securities are included in your company’s retirement plan, and participants can invest accordingly in the security options available.
Education
Essential financial and retirement training resources at your employee’s fingertips.
Participating individuals will have access to an essential library of resources to assist them in their quest for retirement.
Pricing
Employer Fees
One-time setup fee: Starts at $500
Ongoing monthly fee: Starts at $45
Participant Fees
Annual management fee: 0.50%
Average fund fee: 0.08%