• Maintain plan documents.
  • Calculate participant eligibility and vesting
  • Prepare annual Form 5500.
  • Plan QA and compliance services
  • Prepare profit-sharing allocations.
  • Enhanced administrative services – Streamline your duties using web-based services for enrolling new employees, tracking loans and other participant activity as well as for accessing important plan document. and more.
  • Automatically report 401(k) payroll contributions and census data to record-keeper each pay period. Automated data transfers mean smoother data exchanges and reduced errors and time
  • Integrating payroll with 401(k) administration allows for automated collection of key data required for nondiscrimination testing.

Packaged 401{k) Services include:

  • Reduce Administrative burden from traditional 401(k) platforms.
  • Experienced and dedicated Advisory services.
  • Award-winning record-keeper.
  • Complete Index Fund option line-up.
  • Flexible plan administration.
  • Investment services – A variety of tools, reports and notifications help participants track individual investment performance.
  • Employee communication and education – Access a comprehensive program of online tools designed to build retirement plan awareness, encourage enrollment and drive better retirement outcomes for your employees.
  • Very competitive pricing compared to other payroll companies.