Plan types served include:
 | 401k |
| 403b |
| 457 |
| profit sharing |
| safe harbor |
Investment selections include:
| 6 model portfolios: top-performing, risk targeted |
| All no-load funds with free transfers |
| Custom designed mix of investments (thousands
of options, cogent guidance, client's choice) |
Administrative benefits include:
|
Online Management Tools & Reports |
| Toll-Free Phone Support |
| Signature-Ready Form-5500 & related schedules
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| IRS Form-1099 automatically filed & issued
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| Non-Discrimination Testing (as needed)
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| Downloadable Summary Plan Description
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| Access to Administrative Guide & Plan Documents
|
| Downloadable Trust Reports and Statements
|
| Online Approval of Loans, Rollovers & Distributions
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Plan design features include:
| Employee Deferrals |
| Employer Matching Contributions |
| Roth Contributions |
| Hardship Withdrawals |
| Participant Loans |
| Rollovers |
| Multiple Vesting Schedules |
| Automatic Enrollment |
| Automatic Deferral Increases |
Participant benefits Include:
| 24/7 account access via the Internet or Voice Response System
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| Online enrollment with automatic rebalancing & direct access to Morningstar & fund prospectus |
| Plan Highlights & Summary Plan Description on demand |
| Real-time exchanges along with transactional & contribution history
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| Daily personalized rate of return
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| Online loan, rollover, distribution requests
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| Downloadable statements with customized date ranges
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