Submit Payroll. Done.
Paychex & ADP manage over 154,000 retirement plans. Create your own custom branded retirement plan to compete. Your Payroll System. Your Retirement Platform. Our Expertise.
Win More Clients
Increase Revenues
Lower Fees
Eliminate Liability
Share the Revolution
360 Payroll Integration
Submit Payroll. Done. We have integration capabilities with 85+ payroll providers including iSolved, APEX, UKG and Asure Evolution.
Eliminate Liability
Too often Plan Sponsors don't realize they are liable for investment selection & plan operations (big areas of litigation). We are the 3(38) & 3(16) fiduciary eliminating liability.
Remove Headaches
Eligibility tracking, contribution changes, notice distribution; where does the admin work end? We handle it - allowing your team to focus on what you do best!
Personalized Attention
A live and dedicated expert assists clients from day one. Not a call center or automated system. Plan Design Optimization. Compliance. Financial Advising. We're there.
