Affordable, flexible 401(k)
401(k) | SIMPLE IRA | STARTER 401(k)
Easy Designs to Choose From
Our plans come with the highest level of support, liability, and integration service in the industry!
3(16) Administrative Fiduciary
A 3(16) administrative fiduciary takes care of providing all the required notices and disclosures to your employees. They will also file your 5500 on your behalf, keeping your plan in compliance and on time.
3(38) Investment Fiduciary
A 3(38) administrative fiduciary handles the fund selection in the plan and shifts the liability off the plan sponsor’s shoulders.
360 Degree Payroll Integration
360 payroll integration ensures that contributions are sent to the 401(k) plan in a timely manner while also updating employee deductions automatically!
Different Design Options for Different Needs!
| Features | Workplace | Plus |
| 3(16) Administration | ✓ | ✓ |
| 3(38) Investment Management | ✓ | ✓ |
| 360 Payroll Integration | ✓ | ✓ |
| Investment Education | ✓ | ✓ |
| Maximum Deferrals (Over 50) | $23,000 ($30,500) | $23,000 ($30,500) |
| Roth Deferrals | ✓ | ✓ |
| Managed Account Offering | ✓ | ✓ |
| Loan Options | ✓ | ✓ |
| Eligibility Service | 1 or 3 Months | 1-12 Months |
| Safe Harbor Match | Optional | Optional |
| Automatic Enrollment | ✓ | ✓ |
| Employer Contribution Vesting | ✓ | Optional |
| Controlled Groups | ✕ | ✓ |
| Advanced Design | ✕ | ✓ |
Workplace
Administrative Fee
$ 150/ Month
Employee Fees:
$8/ Month Recording Fee
1.3%/ Year Investment Fiduciary*
*Reduces to .80% at $250,000 in total plan assets
Employer Setup Fee: $500
Plus
Administrative Fee
$ 175/ Month
Employee Fees:
$8/ Month Recording Fee
0.5%/ Year Investment Fiduciary
Employer Setup Fee: $500
Want to learn more? Schedule a time with our Retirement Team!
Ready to get started?
Request a quote for your business solutions.