Our retirement third party administrators and advisors will work closely with your company goals to design a retirement plan that meets suits your business. Retirement plans are complicated to select on your own, and our team of experts are here to guide you.
Solo 401k for Single business owners with
no employees or part-time employees.
starting at$65 per year
through our select providers
Small, mid or large size businesses’ 401k retirement savings. Reduce company costs on administration and maintenance fees.
starting at$65 per year
through our select providers
Employees receive a percentage of a company’s
profits based on its quarterly or annual earnings.
starting at$85 per year
through our select providers
Employers credits participant’s account with a set percentage
of his or her yearly compensation plus interest charges.
starting at$665 per year
through our select providers
| Solo 401k | Group 401k | |
| Cost | Starting at | Starting at |
| $65 | $65 | |
| per year | per year | |
| Number of Employees | 1 | 1 – 300+ |
| Safe Harbor | • | |
| Traditional (Pre-Tax) & Roth (After Tax) | • | • |
| Online access to employers & employees from provider | • | • |
| Company retirement plan design | • | • |
| Conducting individual advisory on-site meetings | • | • |
| Consulting on mergers and bankruptcies | • | • |
| Fiduciary and liability protection | • | • |
| • 3(16) fiduciary • plan administrator • 3(38) fiduciary • investment manager • 3(21) fiduciary |
||
| • investment advisor | ||
| Originating and maintaining participant loans | • | • |
| Prepared tax filings and disclosures: | • | • |
| Form 5500, SPD, Safe-Harbor Notice | ||
| Preparing quarterly benefit statements | • | • |
| Sending participant notices & fee disclosures | • | • |
| Updating investment lineup | • | • |