Plan design and optimization
Specialists offer guidance on plan features, best practices and increasing plan participation.
Full fiduciary support
A comprehensive investment platform to help you satisfy your fiduciary responsibility to offer appropriate investments under your plan and that allows you to engage the services of an independent third-party Section 3(21) investment adviser or Section 3(38) investment manager.
Flexible fee structure
The plan sponsor selects how certain fees are split between the employer and the plan participants.
Comprehensive financial education
Participants get clear, easy-to-understand educational materials to help them plan for their retirement and make investment decisions consistent with their goals, time to retirement and risk tolerance.
Diverse investment menu
Choose your retirement plan’s investment options from an array of mutual funds that are suitable for retirement plans and long-term financial savings.
Streamlined administration
Online systems help you make timely contribution remittances, speed document production, maintain compliance, generate customized reporting and collect year-end data.