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Fast and Affordable 401(k)

Experience the industry’s best 401(k) set-up, management, maintenance and compliance solution, period

PREFERRED RATE FOR INSIGHT PAYROLL CLIENTS

OR

401K

  • 15-Minute Plan Setup

  • Dedicated 1:1 Plan Sponsor Support

  • No Setup Fee and Low Prices

  • Industry Leading and Encompassing Technology

  • Intuitive Mobile App

  • Tax Credit Maximization for Small Businesses

Real-time access for your employees through the mobile app

Monitor Account Balances
View total account balance, pre- and post-tax balances, and employer contributions. You can also view and change your deferral rates, and get an estimate of how much you will contribute in a year at your current deferral rate.

Manage Investments
Get a detailed view of your investment portfolio with percentages. You can add, remove, or adjust the amount of individual investments.
 
Change Beneficiaries
See who your beneficiaries are, and at what percentage rates. You can also add, remove and change beneficiaries to be sure your funds are handled the way you want in the event of your death.

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Plan Administration​

  •  3(16) Plan Administration

  •  Recordkeeping

  •  Employee Onboarding

  •  Unlimited Deferral Changes

  •  Loans & Hardship Withdrawals

  •  Payroll Integration

  •  TRUE-360 Integration™

Investment Management

  •  3(38) Fiduciary

  •  Diverse Investment Choices

  •  Automatic Rebalancing

  •  Guided Portfolio Builder

  •  Dedicated Local Advisor

  •  Optional Outside 3(38)

  •  Bring Your Own Advisor

  •  Preferred Advisor Pairing

Compliance & Filing

  •  Ongoing Automated Compliance

  •  Nondiscrimination Testing

  •  Fill, Sign, and Send 5500, 1099-R, 8955-SSA

  •  ERISA Bond Included

  •  Control Groups

Support

  •  Phone, Email, Chat

  •  Help Center – FAQs

  •  Dedicated Relationship Manager

​You are not just a number to us, your business is our business. 

 

  • You will not sit on hold forever

  • You will not be transferred endlessly

  • Your questions will not be outsourced offshore

  • You will have a dedicated plan specialist

We never automate relationships

Automation is at the heart of our technology. We streamline every possible process and make the tech do the heavy lifting. The effect has been a drastic reduction both of time input and errors, making the platform affordable and practical for companies of all sizes.

We realize that some things should never be automated, which is why we have an army of highly-trained specialists on hand to support our participants, with any problem they encounter. This focus on relationships is why many plan sponsors choose to work with us.

We believe in empowering our clients and their employees to make informed 401(k) investment decisions, which is why we offer a diverse range of investment options and educational resources

15-Minute Plan Setup Personalized Support No Setup Fee and Low Prices Pioneering Technology Intuitive Mobile App Tax Assistance for Small Businesses

401K
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