Make it easy by letting us take on the liability, payroll integration, and plan administration.

We take on the liability by becoming the Named Fiduciary and Plan Administrator. That means that we’re responsible (by law) for signing and filing all tax forms and for sending all required disclosures to participants.

There’s no need to make a change. We work directly with your current payroll provider, linking it directly with our Bundled 401(k) Solution.

Bundle Recordkeeping and Third Party Administration. You can expect excellent service and support for your company and participants.