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.Learn more
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.