Automation and Communication is a Must!
Our website has received numerous accolades for it's ease of use and design. Please request a demo to see for yourself.
We believe that we have built a far superior 401k retirement platform that any other, allowing for virtually unlimited investments as well as robo investing that automatically builds a portfolio of low cost funds for a participant based on age and risk requirements.
Automated Enrollments
Plan participants walk through a wizard to enroll. Managers are alerted via email to approve/deny.
Automated Payroll
Payroll Providers can interface with us, or you may import a payroll file to process deferrals.
Automated Distributions
Plan participants walk through a wizard to request a distribution. Managers are alerted via email to approve/deny.
User Management
Users are set in the system, with ability to enroll, change investments, set beneficiaries, request distribution, etc.
Manager Management
Multiple Managers may be set in the system, with certain managers able to only see and process certain responsibilities.
Document Management
Managers may read, archive, approve and submit documents on our system including electronic signatures.
Rebalancing
Participants can elect to have their account rebalanced at will or as contributions received.
Separate Account
Each participant account is maintained separately at Schwab, Check your account on our site or theirs.
Statements
Full vesting statements showing all sources, contributions and positions posted quarterly.
We have everything you need to start a great retirement plan!
Request a Proposal Today!