Retirement plan options your clients will appreciate

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• Plan setup is automated for you and your clients. 

• We provide employee onboarding and education, recordkeeping, loans and distributions.  As a 3(16) fiduciary, we provide plan administration and compliance oversight, signing and submission of government filings such as the Form 5500

• No transaction fees for rollovers, employee loans and distributions, 5500 prep fees and plan terminations

• By selecting a payroll provider, your plan administration becomes seamless.
  Employee deferrals are automatically deducted each payroll period and we track and monitor new employee eligibility.

• Affordable, low cost plans are payable monthly via ACH or credit card

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