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Retirement Plan Services

Sound strategies, valuable insights, and carefully crafted retirement solutions.

Most people only have one retirement to worry about. You, on the other hand, have many. And each of your clients require your complete attention.

  • 401(k) & 403(b) Plan Services

    Our proprietary open architecture retirement platform combines retirement plan administration and recordkeeping services with expanded plan options, taking the burden off your clients’ shoulders so you can focus your energy where it belongs.

  • Third Party Administration

    ​If satisfied with their current recordkeeper, we strategically partner with other top retirement plan providers to offer alternative service and support for your clients through seamless integration.

  • Other Retirement Plan Services

    ​We know each plan is unique, but whatever you need, we can do. We also offer ERISA & Actuarial Consulting, Cash Balance and Defined Benefit Plans, and Safe Harbor 401(k) Plans.

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 they don't have the administrative burden of transmitting the file.

Currently we have 180° integrations with:

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

Take the next step. To learn more about our retirement services for financial professionals, contact us today by calling 800-463-6689 or filling out the form below.

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