Finally a 401k program that meets small businesses needs
Integrated financial wellness program
Access to your information on-demand
Simplified setup process
Access to asset allocator assistant
We know plan design is vital in ensuring both you and your company are receiving the right benefits in your 401k and that's why part of the on-boarding experience entails a detailed conversation with a 401k professional, with the goal of mapping out all of your desired expectations and answering any specific plan questions.