A New 401k & 403(b) Designed for Nonprofits
In partnership with
It’s easy to get started.
Rolling out a new benefits program can be overwhelming. We’ll help make this decision as quick and easy as possible. Contact us below for a no-pressure conversation about your organization’s needs and whether this plan may be right for you.
The Startup Plan
PLAN FEATURES
Personal Investment Advisor
Auto Enrollment and Eligibility Options
Choose Match or Non-Elective Contributions
Loans and Hardship Withdrawal Options
Safe Harbor Options
Choose Length of Employment for Eligibility
SERVICES
Plan Design
Payroll Integration
Dedicated Service Team
Third-Party and 3(16) Plan Administrator
Fiduciary Investment Oversight
Record-keeping
Plan Document Maintenance Program
Custody
PLAN PRICING
For organizations starting their
first 401k or 403(b)
No Hidden Fees
Price Locked for 3 Years
Plan Monthly Fee: $80
Employee Monthly Fees: $6
One-time Startup Fee: $750
Investments will incur fees based on participant selection and account
balance and are paid by the participant.
The Level Up Plan
PLAN FEATURES
All of the above plus:
Flexible Plan Design
New Comparability, Integrated & Pro-Rata Options
Choose Match, Non-elective, or QACA
Vesting Options
SERVICES
All of the above plus:
Plan Consultation
Company-specific analysis for recommending advanced plan features
PLAN PRICING
For existing plan conversions, profit sharing, and additional features.
Same as above plus: $30/mo