Make your retirement plan work smarter
Start your 401(k) in a few easy steps
Provide company info
Enter the basics about your company: Payroll provider, bank details, and we’ll get you started.
Design your 401(k)
We’ll work with you to find the options that work best for your company.
Launch your plan
We’ll get you connected to your payroll provider, review plan design, and launch your 401(k).
Expect less manual work, more accuracy, and flexible options that make managing retirement plans and fiduciary responsibilities easier. We’re here to provide:
Easy integration and payroll data exchange automation with any payroll company
Automated and personalized eligibility determination, plus participation and reporting services
Customer protection guarantee to safeguard personal and retirement savings info
Streamlined plan loan, QDRO, and hardship withdrawal outsourcing
Direct DOL feed for Form 5500 filing, plus comprehensive audit support
Responsive support through first-in-the- industry online chat
in the employer website
Let’s get started
Choosing the right retirement plan service provider, features, and investment options that fit the needs of every employee—as well as your organization’s budget—can be tough. We're here to help.