Types We Administer
- 401(k) Plans
- Safe harbor plans
- Automatic Enrollment Plans
- Cross tested (New Comparability) plans
- Profit Sharing/Pension plan
Record Keepers We Use
Record Keeping Platforms*:
- Ascensus
- Vanguard
- American Funds Recordkeeper Direct
FBO Accounts*:
- Fidelity
- Schwab
- TD Ameritrade
* Other platforms and account providers available on request