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As the Plan Sponsor, we understand that administering your plan should not be a full time job. That is why we created our Sponsor dashboard to help you effectively manage all aspects of your plan through one centralized location. From monitoring your plan's investments to staying informed of important tasks, alerts and reminders, this personalized technology is available, all at a level of affordability and ease-of-use that reflects our understanding of small companies and their employees.
Your retirement plan should be custom designed to specifically meet the needs of your company and employees. As a Plan Sponsor you'll have access to building a plan that is feature rich as well as fully automated tasks that reduce labor intensive processes and unnecessary paperwork.
Plan Design Choices Included
- Employee Deferrals
- Profit Sharing
- Employer Matching Contributions
- Safe Harbor Design
- Roth Contributions
- Hardship Withdrawals
- Participant Loans
- Rollovers
- Multiple Vesting Schedules
- Automatic Enrollment
- Automatic Deferral Increases
Administrative Benefits Included
- Online Management Tools & Reports
- Toll-Free Phone Support
- Signature-Ready Form-5500 & related schedules
- IRS Form-1099 automatically filed & issued
- Non-Discrimination Testing (as needed)
- Downloadable Summary Plan Description
- Access to Administrative Guide & Plan Documents
- Downloadable Trust Reports and Statements
- Online Approval of Loans, Rollovers & Distributions
*This page is for demonstration purposes only. All account and fund information is fictional.
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