• Employees can contribute up to IRS limits
  • Employer can elect whether or not to offer a matching contribution
  • Unlimited Investment Options
  • Can offer Loan or Hardship features
  • Roth options are available

  • Companies who want to attract and retain employees by offering a retirement plan.
  • Employers who want to choose whether or not to contribute and/or match employees’ deferrals.
  • Employers looking for potential tax savings.

* Please note that this fee will be applied to your setup fee when you sign up. This fee will be waived for clients who are working with a Financial Advisor.
Explanation of Service Fee
Plan Illustration and Consultation $99*
Initial Setup Fee $699
Conversion Fee $799
Annual Administration including filing of IRS Form 5500-SF
Additional Services (if applicable)
Annual Per Participant Fee $20
Distribution processing (paid by employee) $125
Loan processing (paid by employee) $125
Form 5558 extension $99
If census and asset data is not received by June 28th of the following year $99
Plan Document Maintenance $125
Plan termination $799