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Retirement Plans

Delivering small businesses the plans they deserve.

Line illustration of a retirement 401k plan with a checkmark, a chart, a piggy bank and people on a triangle

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.

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The right plan for you

No two companies are the same. We'll help design the right plan at the right time.

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    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.

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    Non-Safe Harbor 401(k)

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    Profit Sharing 401(k)

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    Cash Balance

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    403(b)

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    Payroll Deducted IRA

You're busy...we've got you covered

  • Retirement Technology

    Retirement Technology

    Our intuitive, user-friendly platform offers a completely digital experience delivered on the cloud for faster deployment and a more modern experience.

  • Payroll integrations

    Payroll integrations

    We integrate with dozens of payroll providers to simplify eligibility and payroll processing while taking more work off your plate.

  • Flexible investments

    Flexible investments

    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

    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.

  • Security

    Security

    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

    Advisor Managed Accounts

    Leveraging Franklin Templeton's proprietary methodology, we offer employees a more personalized investment experience based on their individual goals and circumstances.