Administering a 401(k) has never been easier. Busy-work, data-entry errors, and endless forms are virtually eliminated with our automated platform. Automation leads to efficiency and efficiency leads to savings. Your 401(k) will be the least costly and most preferred benefit you can offer your employees!
The best solutions are born from collaboration. That’s why we built a partner program that simplifies all aspects of a 401(k) offering. We’ve made it simple for our partners to offer their clients an affordable 401(k). We work with financial advisors, accountants, PEOs, payroll providers, HR providers, CPAs, and more.
After setup, you’ll forget you have a 401(k)! It only requires 10 minutes a year from you.
Payroll integrations make most of the work happen automatically, and our technology handles employee notifications, testing, and all other administrative tasks, taking the burden off you.
A robust financial wellness suite gives employees the tools they need to create financial stability.
Connect a bank account and use our budgeting tool, get financial insights to help make better decisions, or measure your financial strength. We also offer a retirement calculator to help with future planning, and personal finance articles to give participants a strong foundation.
We don’t automate relationships.
We offer live support for employees, and dedicated relationship managers for employers and partners. Just read our customer testimonials to see how valuable our support team has been to our clients!
Compared to the thousands charged by legacy providers, a fintech solution built for small businesses can be yours for as little as $9/participant/month.
How do we keep our costs so low? By bundling our services so you only deal with one provider, and by automating (almost) everything.
Automation makes setup times fast, it sends out employee notifications, it helps with testing and reporting, all so you don’t have to!
Get started today. We'll help.