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We are the 401k plan provider and plan 3(16) fiduciary.
We white label 401k Plans for RIA's to offer to their clients.
We provide personalized service and convenient, online, secure and encrypted 401k management reporting software.
- We offer participation in our multiple employer 401k plans at no cost to Employers
- The only fee we receive is 25 basis points annually from the employee participants
- We do not receive any commissions or fees from the investment providers
- RIA's are free to set and collect their own advisory fees as they agree upon with the participating employees
- We neither set nor get any portion of those investment advisory fees
- Our fees are for providing the 401k plan, record keeping, accounting, testing, compliance, reporting, enrollment and compliance
- We share 20% of our gross revenue with the RIA firm using our Pooled Employer 401k Plan
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