Eligibility, vesting, matching formulas and profit-sharing allocations decide who benefits and how much the plan costs. We design them around your goals for yourself and your team.
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We help select and monitor a diversified, low-cost fund menu and default investment, and document the review process.
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Plan costs include recordkeeping, administration, investment expenses and advisory fees. We lay them out clearly so you can judge whether they are reasonable for the services received.
Participants make better decisions with clear information. We provide plain-language education on saving rates, Roth versus pre-tax contributions and investment choices.
Employee deferrals plus a required employer match or contribution; low cost for teams under 100.
