Benefits Advisors and Employers
Better serve your business clients and employees.
Benefits of Offering a 401(k) Plan
In today’s world, your employees cannot rely on pensions and social security to support their financial future, yet providing a retirement savings plan can be cost prohibitive for many employers. Through our partnership with Slavic401k, we offer a 401(k) plan that bridges the gap in the small business community.
Attract and Retain Talent
Employers have access to a robust 401(k) that rivals anything a competing employer could offer.
Pooled retirement savings plans can be a fraction of the cost of a standalone, single employer 401(k) plan.
Much of the plan administration, compliance and testing is handled by our partner, Slavic401k.
Spend less time worrying about your 401(k) plan and focus on what matters most – your business.
Technology that Makes 401(k) Plan Simple
Technology is the cornerstone of everything we do. Whether you’re managing your individual account or an entire plan, our technology tools are built to make managing retirement savings simple.
Create a clear path to your retirement goals with a customized savings plan built entirely online.
Managing your account and investments from wherever life takes you with the Slavic401k app.
Everything you need to manage your individual account or an entire plan online.
Automated Contribution Processing
Contribution data is automatically transferred as part of payroll processing.
Worry less. All eligibility notices, detailed disclosures and DOL regulations are handled on your behalf.
A monthly email geared toward plan sponsors and employers with updates on overall plan growth and market updates.
This weekly email geared toward plan participants provides weekly balance updates, tips on saving for retirement and more.
Through our partner Slavic401k, you and your employees have access to a wealth of educational resources to help make your retirement dreams a reality.
PlanHub is a powerful all-in-one prospecting and proposal generation tool that helps financial advisors communicate the value proposition of the 401(k) to prospects.