Services Offered
Online Access
- Ability to perform administrative tasks
- Review plan provisions
- Maintain employee data & eligibility
- Process contributions
- View plan activity (loans & distributions)
- Access forms and reports
- Develop comprehensive reports available online in multiple formats (PDF, Excel, Text, TIFF, and HTML) for printing or archiving
To view the Sponsor Website Guide - Click Here
- Retirement plan recordkeeping and administrative services
- Affordable price
- IRS audit guarantee - Click Here
- Customization and amendments of your Plan Document
- Compliance testing
- Plan design to reach you and your employee's goals
Investment Services
Ability to serve as your plan's advisor with the following -
- Provide a Platform of Choices - over 18,000 funds available
- Model Portfolios can be designed by the advisor
- Ability to self direct investment options
- Website with 24/7 access to employee's accounts
About Our Firm
- Access to multiple CPAs on staff
- Administer numerous employee benefit services nationwide
Training
A detailed training session regarding the basics on using the software is available to download to your desktop (18 minutes in length). Choose the "Basics..." link. The audio begins 50 seconds before the video.
- Download the Training Session