Employer Solutions
We do the work, you stay compliant. Actual solutions.
Simple, Streamlined Payroll Integration
Automatic deferrals and contribution changes that track employees’ eligibility in real-time with no added admin work from you.
Co-Fiduciary Fee Benchmarking
We know you don’t have time to compare plans, so we provide your fee benchmarking reports with 3 competitors, a comparison worksheet, and an RFP template ready to go.
Employer Requirements
State-specific requirements for offering 401k retirement benefits, from CalSavers alternatives to Safe Harbor contributions, we manage it all.
Transparent Pricing
Our prices are lower because our systems streamline everything. So we can do in 2 hours what might take you 40+ hours.
Safe Harbor 401(k)
Choosing to implement a Safe Harbor plan, one in which the employer contributes to the plan, can help you automatically pass annual IRS compliance tests.
Defined Benefits/ Defined Contribution
For employers who want to create tax-advantaged retirement plans while also providing benefits for employees, Defined Benefit / Defined Contribution plans are a great option for tax savings for high-income earning owners and key executives.
We partner with Encore Wealth Partners to facilitate these sophisticated tax-advantaged plans.
