We are your 401(k) Partners.

We bring more to the table to increase your value with your clients.  

We have the expertise and thought leadership to keep you ahead of the curve.  Our proprietary technology and cost-effective solutions allow you to focus on your client so they can offer their employees the best 401(k) possible 

Our Team Empowers YOUR team!

We are your 401(k) Partners.

We bring more to the table to increase your value with your clients.

We have the expertise and thought leadership to keep you ahead of the curve.  Our proprietary technology and cost-effective solutions allow you to focus on your client and your client to offer their employees the best 401(k) possible

We offer full customization to ensure your plan is tailored to your employers objectives.

Helping with Compliance

When it comes to compliance, you have a lot to manage for your clients. Your team must stay up to date with paperwork, file the proper IRS forms detailing employee benefit eligibility, and respond to and resolve any IRS audit letters. Making sure you have all your bases covered can be daunting.  That’s where our fiduciary compliance experts come in.

Not only do we greatly reduce your administrative burden by acting as your “back office” support team, but we also offer robust compliance services that include most third-party administration functions.  

Our highly customized plans support:

• ERISA consulting
• Annual 5500 returns and reporting
• Employer contribution calculations
• Removal of compliance challenges in terms of privacy, IRS reporting, nondiscrimination and limits testing

Not All Saving Goals are the Same

Maximizing value and minimizing cost for your clients while providing unique options that fit a variety of individual needs — that’s your goal. We have the right solutions for everyone regardless of their investment goals.

Our flexible and unparalled investment platform will be an invaluable tool to drive employee engagement with the plan and help them reach their goals.

Through our partner, TRPC (The Retirement Plan Company) Advisory Services, Inc. we offer:

• Investment policy statements
• Employee fund menus, education and enrollment programs
• Quarterly investment monitoring and fiduciary investment reporting
• Ongoing and active fund performance reviews

Enrollment. Onboarding. Education.

How can you help your clients, and their employees take advantage of the 401(k) available to them? 

Benefits can be complicated, but with our team of 401(k) experts, we simplify enrollment through tailored education, unparalleled support and superior guidance that begins with initial enrollment and continues through ongoing administration. 

The best part? We utilize online enrollment through iJoin, which means we add value to current processes without overhauling technology. We serve groups as small as 100 and as large as 250,000 employees and support clients in all 50 states.  

Where Client Service and Cost-Management meet

Experienced Staff to Guide You. Our partner, TRPC (The Retirement Plan Company) and their expert staff of accountants, attorneys, actuaries, consultants and investment representatives all share in our belief that an effective employee retirement savings program requires a combination of optimal design, responsive client service, employee education and support, fiduciary support and cost-containment.

More Options, More Support. Compared to our peers, we offer PEO’s more services to make it simple for them, their clients and their employees.  Our goal is to help you help your clients concentrate on growing their business, keeping their employees happy and providing benefit packages that win the war for talent.

Become a PEO powerhouse with our benefits, enrollment, compliance AND 401(k) services.  We are your partner that puts all the pieces together.