Finally, modern technology for values-driven investing.
We take advantage of cutting-edge technology to provide low-fee retirement plans with automated recordkeeping, contributions, and reporting.
Flexible plan design
We offer lots of options to help you create a customized retirement plan offering, including eligibility periods, vesting periods, profit-sharing, and employer matching.
Secure cloud-based platform
You and your employees will have access to our simple, user-friendly online platform–the digital experience you expect from a modern provider.
Easy “one-stop shop” plan administration and recordkeeping
We are a turnkey solution for your plan administration needs. We handle all of your recordkeeping, reporting, ERISA compliance, and conduct plan review and maintenance.
Professional investment management
We manage investment portfolios for your staff and hold liability for the plans as your investment management fiduciary. Learn more about our portfolios here.
Automated payroll integrations
We integrate with major payroll providers to automate contributions, elections, and other payroll-related transactions. Automation cuts down on human error and saves you and your employees valuable time. A full list of payroll integrations can be found here.
How it works
Our simple onboarding process makes it easy for you to set up your plan and then sit back and let us maintain it.
Design
Choose the right plan features for you and your employees.
Onboard
Provide your organizational information in our secure, easy-to-use system.
Implement
Upload your first payroll and we’ll invite your employees to start saving.
Relax
Our tech takes care of ongoing compliance, administration, reporting and investment management. And our values-driven portfolios let you rest easy and focus on your mission.