The core of workplace savings and investing
For the majority of Americans, a company retirement plan is their only long-term savings vehicle. We exist to bridge the retirement plan gap, starting with the 401(k) and moving into other workplace investments.
The right plan for you
No two companies are the same. We'll help design the right plan at the right time.
Safe Harbor 401(k)
A Safe Harbor 401(k) requires the employer to provide matching or non-elective contributions and are immediately 100% vested. In return, business owners can maximize contributions to their own accounts while reducing some limitations associated with nondiscrimination testing.
You're busy...we've got you covered
Our intuitive, user-friendly platform offers a completely digital experience delivered on the cloud for faster deployment and a more modern experience.
We can integrate with 100+ payroll providers to simplify eligibility and payroll processing while taking more work off your plate.
We're completely open architecture so you can build the line-up that's right for you without worrying about revenue sharing or proprietary funds. And for a tailored approach, we offer managed accounts for a more individualized participant experience.
Fiduciary administration and investment oversight
Whether acting as your 3(38), 3(21) and/or 3(16), we provide fiduciary oversight to better protect you and your company investments.
Our entirely cloud-based platform includes extensive controls such as encryption at all stages, constant monitoring, commercial anti-virus tools, and strict internal protocols and training.
Advisor Managed Accounts
Leveraging Franklin Templeton's proprietary methodology, we offer employees a more personalized investment experience based on their individual goals and circumstances.