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.

Cost Savings

Pooled retirement savings plans can be a fraction of the cost of a standalone, single employer 401(k) plan.

Less Administration

Much of the plan administration, compliance and testing is handled by our partner, Slavic401k.

Reduced Stress

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.

Mobile App

Managing your account and investments from wherever life takes you with the Slavic401k app.

Online Portals

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.

Compliance Notifications

Worry less. All eligibility notices, detailed disclosures and DOL regulations are handled on your behalf.

Helpful Resources

Sponsor Express

A monthly email geared toward plan sponsors and employers with updates on overall plan growth and market updates.

Email Express

This weekly email geared toward plan participants provides weekly balance updates, tips on saving for retirement and more.

Resource Center

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.