Browse our most popular plan types. If you need help finding a solution for a client’s specific needs, our consultants can help.
You can expect quality customer service when we work together on plan solutions that fit both your clients’ needs and your business model. Count on professional support, investment flexibility and access to our optional managed account service.
Accelerate is a 401(k) plan that offers big value to small plans. These single plans up to $2 million have access to services and features typically available only to large plans. Your clients get award-winning service. And you’ll experience easy quoting and onboarding. at a competitive price. And you’ll experience easy quoting and onboarding.
Offer solutions that are ideal for skilled employees and business owners.
For clients focused on retaining top talent, a defined benefit plan promises a monthly amount at retirement based on an employee’s earnings and years of service. For business owners looking to lower their tax bills and raise their retirement savings, a cash balance plan can fulfill those goals.
Deliver quality service to government agencies, tax-exempt organizations and specialty markets with our non-qualified plans. Just like with our larger 401(k) plans, you’ll have access to professional support, a diverse menu of investment options and our optional managed account service.
Help small- to mid-sized employers join a single retirement plan without extra time-consuming tasks. A Pooled Employer Plan, or PEP, allows multiple unrelated employers to participate in a plan. Inquire about the advantages and disadvantages of a PEP and whether this type of plan is suitable for your business.
Services That Add Value, Not Time
Complement your client’s plan with services that can lighten their administrative load or increase participation.
Save time and money — and give your clients peace of mind — with ERISA 3(16) Delegated Administrative Fiduciary services.
See how our data technology helps keep a retirement plan running smoothly on clean data.
Add value, but not extra work for you. See how our retirement readiness solution can guide employees to invest wisely and save more.
Services for TPAs
Are you a third party administrator? You can choose to have us provide administrative services to you and your clients or keep the lead as we provide support in the background.