Your plan deserves a personal touch. This platform's Service Advantages
include but are not limited to:

► An assigned Consultant

► Plan Sponsor website access

► Participant website access

► Personalized support

► Timely and understandable reports

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Qualified Consultants assigned to design the perfect plan for your business.

Design options include:

► Basic

► Integrated

► Safe Harbor

► Cross Tested

► More complex options are also available

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Qualified Adminstrators assigned to ensure that your plan remains in compliance with all applicable legal statutes. Compliance services include but are not limited to:

► Plan Document creation and maintenance

► Annual required testing

► Form 5500 series creation and filing

► Late deferral calculations

► Regulation updates

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Build efficiencies through the following Trading Advantages:

► Daily processing

► Electronic contribution import and ACH deduction

► Complete distribution and loan processes

► Form 1099R and 945 processing

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An Investment Coordinator responsible for participant investment education that is available on both a plan level and participant level is just one advantage of this platform. Other Investment Advantages include:

► Professional investment management

► Model portfolios

► Cooperative Trustee liability

► Institutional share class funds

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