We begin with a brief strategy session to understand your business, goals, and employee structure. Based on this, we help you choose the right plan typeโ401(k), SEP, SIMPLE IRA, or Defined Benefitโand design the contribution structure.
Each year, we assess plan health, participation, contribution rates, fees, and overall effectiveness. If your business grows, we adjust accordinglyโhelping your plan evolve with you.
We support your plan year-round with: โข Contribution monitoring โข Eligibility reviews โข Compliance checks โข Plan updates and amendments โข Coordination with your CPA or payroll team
We deliver educational materials and offer live or virtual sessions to help your employees enroll, understand their options, and make informed decisions. We also provide ongoing participant support.
We provide a curated investment menu based on research-driven models, low-cost options, and, if desired, values-based portfolios. Our platform is conflict-freeโno proprietary funds, ever.
We handle all paperwork, onboarding, and regulatory filings. This includes plan documents, account creation, payroll integration, and notices to employees. You remain in control, but we do the heavy lifting.