Non-Profit Retirement Plan Program

Those who do good deserve a great plan.

All-Inclusive Services

All you need in one place.

Streamlined operations means less overhead and lower pricing. Cutting out middlemen not only helps your employees save more of their hard-earned money, it also helps protect the organization from fiduciary liability.

Included Services

Balanced & Comprehensive.

Everything you need to offer a great benefit to your employees without getting caught up in the complications of plan administration.

Investments

Low-cost index mutual funds.
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Administration

Plan documents, eligibility tracking, & more.

Recordkeeping

Contribution processing, plan accounting, & trading.

Compliance

Compliance monitoring to help avoid pitfalls.

Government Filings

We prepare and file your Form 5500 & 8955-SSA.

Employee Guidance

Your employees have access to our educational resources.

Simple & transparent pricing.

Non-Profit Retirement Plan Pricing

No costs to the organization.

$8

Per participating employee per month

Plus custodial & investment expenses

Clients

Trusted & used by some incredible organizations.

Serving those who serve.

Get a better plan today.

Your employees care about your organization’s mission, and that deserves an amazing benefits package that starts with a low-cost and effective retirement plan.