Learn About Our Corporate 401k Services

Diverse 401K Solutions

Get the right strategy and tools to maximize your savings. As a self-employed entrepreneur, you’ll discover new opportunities to grow your nest egg faster – which includes identifying opportunities to shelter assets from taxes or reduce your tax liability.

Experience the peace of mind that comes with being able to maintain your lifestyle through retirement, stay prepared for the unexpected, and leave a legacy for loved ones.

Integrated 401K

The Integrated 401(k) offers a pre-established set of investment options that are supported by an automatic fund deselection process, plus a suite of participant and plan sponsor services.

Hybrid 401K

The Hybrid 401(k) offers the same features and services as the 401(k), yet it provides you with a semi-open-architecture investment platform. With more than 200 investment options to choose from, this 401(k) plan is suitable for clients who want more choice and flexibility than the 401(k) offers.

Custom 401K

The Custom 401(k) gives you the ability to offer a fully customizable 401(k) for clients with at least 25 participants and $1 million in plan assets. Many 401(k) plans in the market offer flexibility in just the investment portfolio available to clients.

With the Custom 401(k), fun flexibility is just the beginning. You also get an open architecture plan design strategy that features a wide choice of 401(k) plan features you can select on an a la carte basis, including investment selection and advisory services, plan management, participant communication and education services, and compliance services.

Auto-Pilot 401K

The Auto-Pilot 401(k) was built exclusively for startup plans to meet plan sponsors concerns about affordability, simplicity, and how quickly a retirement plan can be implemented. The investment options are based on your choice of the several premier 401(k) platforms. Participant and plan sponsor services are also available to help make the plan successful