For Employers
Features Included Recordkeeping
- Daily valuation recordkeeping
- Unlimited fund choices
- Optional discount brokerage account
- Choice of custodian (Matrix or Schwab)
Plan Administration & Compliance
- IRS-approved plan document
- Annual compliance testing
- Signature-ready form 5500
- Online compliance calendar
Plan Sponsor Online Services
- 30-minute online plan setup
- Plan forms online
- Employee census management
- Payroll file submission
- Compliance calendar
- Monthly e-newsletter
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For Employees
Plan Participant Online Services
- Online enrollment meeting
- Daily account snapshot
- On-demand Web statements
- On-demand transaction history
- Unlimited fund transfers
- Retirement planning tools, calculators
- Loan modeling
- Plan forms online (rollover, distribution)
- Toll-free live customer support
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