401(k) and 403(b) Annual Service Options
Essential
Starting at $2500
Launch My Plan
• Plan Selection
• Provider Selection
• Website Demo’s
• Fiduciary Training
Implement My Plan
• Account Set Up
• Complete Paperwork
• Payroll Integration
• Employee Enrollment
Service My Plan
• Annual Plan Review
• Annual Fiduciary Calendar
Tracking
• Phone & Email Support
Advanced
Starting at $7500
All Essential Services
+
Administrative Support
• Plan Committee Meetings
• Investment Review Meetings
• Liaison Between Service
Providers
• Single Point of Contact
• Plan Benchmarking
• Assistance with Plan
Administration
Comprehensive
Starting at $15,000
All Advanced Services
+
Employee Support
• Personalized Enrollment Video
• Quarterly Financial Wellness Webinars
• One on One Employee Meetings
• Investment Selection Education
• Quarterly Chat with a Planner Days
SEP/SIMPLE/SOLO(k) Service
Essential
Plans Starting at $1500
Launch My Plan
• Plan Selection
• Provider Selection
• Website Demo’s
Implement My Plan
• Account Set Up
• Complete Paperwork
• Payroll Integration
• Employee Enrollment
Service My Plan
• Annual Plan Review
Tracking
• Phone & Email Support
