Plan Document & Compliance Services
- Prototype Plan Document
- Summary Plan Description
- Administrative services support for Qualified Default Investment Alternatives (QDIAs)
- Automatic Enrollment
- Automatic salary deferral escalation
- Optimized Employer Contribution Breakdown
- Social Security Integration
- Pro-Rata Allocations
- Roth Contributions
- Ability to support individually designed plan documents
- Cross-testing
- Safe Harbor 401(k)
- Non-Elective
- Basic Match
- Enhanced Match