Participants require ongoing service!
Our plan offers web based services in addition to investment advisors to assist employees.
A good 401(k) advisor provides education to help participants improve the chances of a successful retirement and reduce fiduciary risk to the employer.
Enrollments
Plan participants walk through a wizard to enroll. Advisors to the plan can provide web based enrollment meetings. Online enrollment videos are also available.
Financial Education
The advisors to the plan can assist participants one-on-one guidance and assistance with financial goals.
Investment Education
The advisors to the plan can assist participants one-on-one guidance and assistance with investment choices and profiles.
Managed Profile
This profile automatically selects a managed portfolio for the plan participants based on their risk and timeframe until retirement using low cost index based funds.
Custom Profile
This profile allows the participant to build their own portfolio from the over 3,000 choices available to the plan.
Self-Managed Profile
Participants selecting this profile may manage their 401(k) account just as they would manage their IRA using our Self-Directed Brokerage Account option.
We have everything you need to start a great retirement plan!
Request a Proposal Today!