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How it works

Our simple onboarding process makes it easy for you to set up your plan. Then, sit back and let us maintain it!



Choose the right plan features for you and your employees.



Provide your organizational information in our secure, easy-to-use system.



Upload your first payroll and we’ll invite your employees to start saving.



We take care of ongoing compliance, administration, reporting and investment management. And our values-driven portfolios let you rest easy and focus on your mission.