Automated Administration
-Automated 401(k) administration, payroll sync, and recordkeeping
-Automated signup and onboarding for new and existing employees
HR & Compliance Services
-IRS Form 5500 and plan document preparation and filing
-Participant disclosures, QDIA, and annual plan notifications
-IRS non-discrimination testing and monitoring
Full Account Support & Customization
-Dedicated account manager
-Flexible plan design and options: safe harbor, profit-sharing, Roth & Traditional, 403(b), vesting, automatic enrollment, eligibility, discretionary match, etc.
-Seamless conversion process for existing 401(k) plans
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