We believe technology and compliance expertise can virtually eliminate the administrative risk and work that comes with offering a 401(k) plan.
So, we built a powerful 401(k) plan administration platform that meets the highest ERISA 3(16) fiduciary standard and solves the hard, complicated compliance issues through:
We’re focused on creating the best 401(k) experience for plan sponsors, one that doesn’t stop at investment advice, recordkeeper selection and choosing the fund line up. One that considers the role of the HR, benefits, and finance teams working behind the scenes to administer a 401(k) plan.
To achieve this, we built robust payroll integration that connects with over 30 cloud-based payroll providers, eliminating manual work. And your plan will have automated compliance checks that run continuously to proactively fix and correct issues that may come up on the plan.
In addition to our focus on investments, we believe plan sponsors should not have to shoulder the burden of risking compliance errors and heavy plan administration work in order to offer a 401(k) plan.
Rooted in this belief, we offer full 3(16) fiduciary services on all of our plans, no matter the size. And we take on the work and liability for the following plan administration responsibilities: