The Best of Both Worlds

We are unique in that we offer all the efficiency and simplicity of a web based tech solution along with the personal service and knowledge of a local advisor that can help with your 401(k) plan. Best of all, there is no additional fee for this extra layer of service. Because we manage all the mundane and time consuming aspects of a 401(k), your local advisor is free to spend their time delivering top-notch service.

SAVE TIME

While most 401(k) plans involve many different service providers, we are fully integrated. We are the administrator, the record-keeper and the advisor. What does that entail? Have a look below. 

Cruise Control for 401(k). Our automated platform handles notices, on-boarding, trades, disbursements, rollovers and more. We integrate with a handful of top payroll providers so you can run cruise control.

Robust Plan Design

Our plan design process centers on a blend of the optimal number of options, efficiency and powerful features that fit most businesses. Some highlights are: 

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Safe Harbor

One of the most effective ways to simplify compliance while still taking advantage of the incredible tax savings a 401(k) offers.

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Traditional and Roth

Pay taxes Now or Later, decide what makes the most sense for each individual situation.

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Loans

Access 401(k) money to pay doctor bills or buy a house, and the interest paid goes back in the 401(k)!

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Profit Sharing

Bonus employees in a way that can help their future self. Business owners can also put away up to $56,000 per year.*

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Matching

Get employees to really care about the 401(k), come up with a match that will get them excited to jump in the retirement savings game!

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Rollovers

Sick of getting statements from all over the place unsure of where your retirement money is. Roll all of them over into one account for FREE.

INVESTMENT

management

Options: Sure, we’ve got low cost Vanguard funds and we love them, but, they aren’t for everyone. So, we offer more than most 401k providers. We offer a broad variety of investment options that are designed to fit your participants needs. With 401Go you get a professionally managed fund line-up and plenty to choose from for participants that want to hand select their portfolio.

INDIVIDUALIZED

portfolios

Most 401(k) plans allow participants to select from a limited list of a few funds. Our process is much more customized. We ask every participant a few questions to determine their risk tolerance and then couple that with census data to offer a portfolio designed specifically for their needs.

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Employee Portal

At a glance participants can see how their portfolio is doing, how much they’ve saved, and can quickly and easily make changes to contribution amounts and investments.

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Employer Portal

Plan administrators can manage all aspects of the company plan, verify compliance, chat with support, generate reports and access necessary documents all from a simple and friendly interface.

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Affordable Pricing

$9 per employee per month. ZERO setup fee, ZERO minimums, ZERO bond fee, ZERO Advisor fee, ZERO 5500 fees, ZERO BS!

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