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Retirement

Benefits the Company

Fast and easy online plan set-up and installation
Low set-up and annual administration fees
Online Administrative Guide, SPD, & Highlights
Automatic, online, non-discrimination testing
Signature ready, IRS form 5500
IRS 1099R report issued and filed automatically
Online payroll processing of contributions
Online access to plan & employee information
Online loan, distribution and rollover request, approval and processing
ExpertPlan phone support for Plan Administrator

Empowers the Employee

Online enrollment in minutes
Full access and interactive control of their individual accounts, 24 hours a day, for monitoring, adjusting contributions, investment allocation, and requesting distributions and loans
24-hour account access via the phone, and using state of the art, speech recognition
Daily account valuations
Unlimited account transfers and reallocations, all online
Online educational tools, such as a retirement plan calculator and a retirement information library