We will sign and act in all 3 fiduciary roles for you.
We belive that the service providers doing the work on a 401(k) plan should be taking on the risks, not you! Unlike any other provider in the industry,
we appoint professional fiduciaries to sign and act in the administrative and investment fiduciary roles for you.
Eliminate 30+ hours of unnecessary work per year.
We don't just give you tools to do the work, we do it for you. We prepare, file, and even sign your 5500 for you! We approve loans and distributions,
manage your audit, track eligibility, answer employee questions, track and report on investments, perform compliance testing, run enrollment meetings,
and much more.