401(k) & 403(b) Plan Services

Flexibility, control and choice are all part of the plan.

Most people only have one retirement to worry about, but you have all of your employees’…and each one requires your complete attention.

Confidence in Social Security has never been lower, which means your employees are taking retirement savings into their own hands. Offering them the most robust benefits package possible is a proven way to attract and retain the talent you want.

Our proprietary open architecture retirement platform, TotalChoice, was developed in response to this growing need for professionally bundled solutions. TotalChoice combines retirement plan administration and recordkeeping services, taking the burden off your shoulders so you can focus your energy where it belongs.

​With TotalChoice, any type of defined contribution plan can be matched to any grouping of investment options—including company stock and self-directed brokerage accounts. The end result is greater investment choice and control that can be tailored to your needs.

Payroll integration doesn't have to be complicated.

Our 360°, or two-way integrations, remove the plan sponsor's involvement; we receive files automatically from the payroll company on behalf the sponsor, and send data back to that payroll company to update their payroll system.

We currently have 360° integrations with:

We can integrate with almost any payroll provider.

Our 180°, or one-way integration allows the payroll company to send the payroll file to us on behalf of the plan sponsor, so that you do not have the administrative burden of transmitting the file.

Currently we have 180° integrations with:

  • ADP
  • Advantage
  • BalancePoint
  • Ceridian
  • Harpers
  • PayCom
  • Payrolls Plus
  • Payserv
  • PayTech
  • Performancepay

Our open architecture TotalChoice retirement plan services include:

  • Broad investment choices with over 6,000 mutual funds representing 14,000 share classes from more than 430 fund families. Company stock and brokerage windows are also available.
  • Custom plan designs for 401(k), 403(b), 401(a) and profit sharing plans
  • Independence with no proprietary investment requirements
  • Complete fee transparency
  • Dedicated client service professionals assigned to your account
  • 24/7 access to your account and reporting via our online portal
  • Multilingual Service Center to answer participant questions
  • Complete plan administration, compliance testing and tax reporting

Take the next step.

Request a complimentary plan benchmark to see how your plan measures up!
And to learn more about our retirement services and how we offer a smart and cost-effective way to strengthen your plans, contact us today by calling 800-436-6689 or filling out the form to the right.