I think we can reduce your recordkeeping costs . . . .

One of the first things clients ask us is, "How can you offer such a full featured plan at such a low price?" The answer can be found in the efficiencies of our retirement plan administration software.

Our goal is to provide as much information as possible electronically. This eliminates mistakes and provides information in a very short amount of time. Clients use our online secure portal to enter employees, contributions and view all relevent documents.

By allowing the client to transmit data to us electronically, we keep costs down. And, our low fee includes everything to run your plan including recordkeeping, discrimination testing, and annual Form 5500 filing.

By keeping everything web-based, and using Schwab to process the monthy statements for plan participants, we can hold down costs and still provide all the features and components that even large 401(k) plans don't have.

Want a quote to run your plan? Request a proposal today by clicking here!