We’ve recently expanded our reach into 401(k) plan administration services.
Our partnership with ADP has allowed us to offer our clients comprehensive and cost effective retirement plan solutions. As an independent recordkeeper, ADP has no investment bias and access to institutional shares, which allows us to pass the benefits include:
- Seamless Payroll Integration
- Tax Benefits on Retirement Savings for you and your employees
- No Outside Fee for 5500 Filing
- Mobile Access for your Employees
- Enroll in a plan
- Change Investments
- Take a Loan
- Unparalleled Risk Control and Compliance*
*ADP uses SMARTSync® Comprehensive Plan Automation which continuously shares critical plan data between ADP payroll and ADP retirement plan record-keeping systems, where data is checked for accuracy and potential errors are flagged. This greatly reduces the risk of errors and omissions that could lead to Department of Labor penalties, IRS audits, and costly remediation processes.