Examples of Plan Types We Support:
- 401(k) & Profit Sharing Plans (Bundled or Unbundled, Safe Harbor or Traditional)
- SIMPLE IRA Plans
- Solo 401(k) Plans
- SEP IRA Plans
Included with these Services are:
- Platform Shopping to Maintain Competitive Pricing
- Proactive, Detailed, Documented Fiduciary Review Meetings with Executive Team
- Quarterly Educational Communications to All Participants in Plans with Offers for Personalized Guidance and Education.
- Group Educational Meetings
- Enrollment Support
- Integration of Services Between All Contracted Parties