Secure top talent
Employees receive ongoing education and support from a dedicated retirement plan specialist to help them plan for a comfortable retirement. You can further incentivize current and prospective employees by offering additional benefits in a Cash Balance Plan.
Motivate current employees
Numerous studies have shown that 401(k) profit sharing plans have a positive impact on employee productivity and attitude. Employees love the even greater benefits of a Cash Balance Plan.
Higher contributions
Employees can contribute much higher amounts ($30,000 in 2023) in a 401(k) than in an IRA ($7,500 in 2023).
Easy onboarding
Employees can enroll in minutes.
Employee education
With most modern retirement plans, participants are primarily responsible for making decisions including selecting account type (Roth vs Traditional), savings rate, investments, and more. We provide education via a combination of in-person meetings, web meetings, webinars, direct messaging, and phone calls to educate your employees and assist them in planning a comfortable retirement.
Employee support
We provide ongoing employee education as well as both telephone and email support to help employees plan for retirement readiness.
Online resources
Employees have easy access to our innovative and engaging learning experience designed to help them at key decision points. We also provide frequent webinars to help employees enroll in the plan and learn about topics including investing, saving for retirement, and preparing for retirement.
Dedicated employee site
Employees can access their account and interactive retirement planning tools via app and website.
Broad range of investments
We offer a diversified portfolio of funds including Vanguard index and active funds, Target Date funds, exchange-traded funds (ETFs) and non-Vanguard funds.
