A New 401k & 403(b) Designed for Nonprofits

In partnership with

Retirement Benefits Built for Small Businesses and Nonprofits

    • Personal Investment Advisor

    • Auto Enrollment and Eligibility Options

    • Employer Must Contribute

    • Loans and Hardship Withdrawal Options

    • Flexible Plan Design

    • New Comparability, Integrated, and Pro-Rata Options

    • Choose Match, Non-Elective, or QACA

    • Choose Length of Employment for Eligibility

    • Vesting Options

    • Plan Design

    • Payroll Integration

    • Dedicated Service Team

    • Third-Party and 3(16) Plan Administrator

    • Fiduciary Investment Oversight

    • Record-keeping

    • Plan Document Maintenance Program

    • Custody

    • Plan Consultation

    • Company-specific analysis for recommending advanced plan features

  • No Hidden Fees

    Price Locked for 3 Years

    Plan Monthly Fee: $95

    Employee Monthly Fees: $6

    One-time Startup Fee: $750

    Investments will incur fees based on participant selection and account balance, and are paid by the participant

PLAN FEATURES

It’s easy to get started.

Rolling out a new benefits program can be overwhelming. We’ll help make this decision as quick and easy as possible. Contact us below for a no-pressure conversation about your organization’s needs and whether this plan may be right for you.