Full-service 401(k) pricing includes automated administration, a dedicated account manager, 3(16) and 3(38) fiduciary services, 360 payroll integration, employee education, personalized retirement planning, low-cost index funds, Form 5500 filings, and safekeeping of assets. Monthly pricing is $200 base plus $9 per eligible employee. Average fund fees are 0.07%, the annual custody fee is 0.03%, and additional employee fees are 0%.

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Services

7 services · 5 categorys

3(16) Fiduciary Services

3(38) Fiduciary Services

401(k) Account Management

401(k) Plan Administration

$200.00

Employee Retirement Education

Full Service 401(k)

$200.00

Personalized Retirement Planning

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The honest, flat-fee 401(k). We on-board & educate employees, automate contributions, perform record-keeping, & provide smart, low-cost investment options

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Business and professional services