401k Plan

Investment Platforms

Whether you are interested in a 401k plan for 10 employees or a plan for 500, you should select the 401k plan that is just right for you and your business.
Your business needs are unique and should closely align with your goals. The following are some of the features that your 401k plan may have whether it is a start-up or an existing plan:

  • Web based enrollment and contribution processing
  • Roth 401k features
  • Safe Harbor 401k plan design
  • Participant directed investments
  • Many investment options from the world's well-known fund families
  • Discretionary profit sharing contributions
  • Competitive plan administration cost

We have relationships with well-known investment managers and mutual fund companies that work towards bringing value to our clients. Below are some of the products and investment managers that we work with.

Investment Platform

We offer an investment platform that gives you access to an open investment lineup and the features listed below:

  • Over 20,000 Mutual Funds
  • Lower-Cost Institutional Shares
  • Stable Value Options
  • Self-Directed Options
  • Asset Allocation Models
  • Target Date Funds*

*Generally speaking, Target Date funds target a certain date range for retirement, or the date the investor plans to start withdrawing money. Investors can select the fund that corresponds to their target date. They are designed to rebalance to a more conservative approach as the date nears. An investment in the Target Date fund is not guaranteed at any time, including on or after the target date.