Pricing

Two Powerful, Yet Simple Plans

Just getting a plan started?  Have any existing plan? No problem.  We have the perfect combination of services and pricing to help businesses in any situation.

Essentials

For the business looking for a standard retirement plan without paying for unnecessary extras.

Premium

For businesses that want to take their plan above and beyond with more advanced plan designs.

Full Feature List

 

Features for Employers

 

Essentials

 

Premium

 

Easy Administration

N
N

Signature-Ready Form 5500 & 8955-SSA

N
N

Recordkeeping

N
N

Compliance Testing

N
N

Adoption Agreement & SPD

N
N

Owner Participation

N
N

Vesting Schedules

N
N

Matching Contributions

N
N

Profit Sharing Contributions

N
N

Automatic Enrollment

N
N

Safe Harbor Plan Design

N
N

Dedicated Account Manager

N
N

3(38) Investment Fiduciary Services

N
N

Advanced Plan Design

K
N

Features for Employees

 

Online Account Management 

N
N

Automatic Rebalancing

N
N

Online Enrollment

N
N

Quarterly Account Statements

N
N

Personal Investment Advice

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