Flexible investments and plan design so you can build the right offering for today and make future changes needed as you grow.
Dozens of payroll integrations to simplify eligibility and payroll processing.
Modern, user-friendly interactions and experience.
Transparent, competitive pricing so you and your employees always know what you're paying for.
Full-service administrative capabilities including operations, servicing, and 3(38), 3(21), and/or 3(16) compliance.
Work with or without an advisor to select the right plan for you and your employees.
Provide the information needed to efficiently run and service your plan, all handled through our digital, interactive portal.
We'll invite your employees to start saving... just upload your first payroll and census and we're off to the races!
How does offering a 401(k) plan benefit my business?
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Here’s a few key benefits:
- Recruitment & retention: Retirement benefits help attract and retain top talent - especially in 2022’s tight labor market. More than 3 in 4 (77 percent) working Americans rank retirement savings—such as 401(k) and pension plans—as one of the most important employer-sponsored financial wellness benefits.
- Tax advantages: Employer contributions are deductible on the employer’s federal income tax return, up to a certain amount. And if you’re starting a new 401k) plan, you may be eligible to receive up to $16,500 in tax credits over the first three years to offset the business expense of setting up your 401(k).
Ready to get started?
Do I need to hire a financial advisor to be able to offer a 401(k) plan?
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You don’t need to. However, a trusted advisor can help you find the savings program that’s best for your employees. The role of the advisor is becoming increasingly important - especially for small businesses. In fact, the number of savings plans associated with a financial advisor jumped from 68% of all plans in 2008 to 93% today. You can book a meeting with one of our plan experts to discuss your business needs. If you’d like to find an advisor, we can help with that, too.