Your mission doesn’t stop where your retirement plan begins
If your mission shapes how your organization hires and operates, it should also inform what your staff’s retirement savings include. We make that easy to offer and run without trading your employees’ financial goals.
How we do retirement differently
- Values screening that applies more than 75 values metrics across 13 themes, built from movement experience and weighed alongside financial analysis in every investment decision.
- A partner, not just another vendor: plain-language education and unlimited one-on-one sessions for every staff member.
- Tech that makes administration easy, from payroll integration to compliance.
- Transparent by design: clear fees, no hidden costs, no account minimums.
- Accountable by structure: movement organizations elect seats on our board and investment committee.
No trade-off required
Values screening and sound investing look for the same thing: companies that respect workers, plan for long-term risks and are built to endure. Morgan Stanley analyzed more than 10,000 funds over 15 years and found no financial trade-off between sustainable and traditional funds.
Your staff, supported
The financial services industry hasn’t made investing understandable to most people. We close that gap by making sure every staff member gets plain-language education and access to one-on-one sessions, so they can feel confident in their retirement decisions.
We also offer a framework for making retirement benefits equitable across your staff, from eligibility to employer contributions.
The modern tech you expect
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, and year-end compliance testing.
Professional investment management
We manage your plan’s investment lineup and take on the fiduciary liability that comes with it. Selecting and monitoring funds that meet the requirements of ERISA, the federal law governing retirement plans, is our legal responsibility, not yours.
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.
Control how you invest
Your employees can use one of our set-it-and-forget-it options, or take a hands on approach with custom allocations.
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.
Focus on your mission
Our technology simplifies ongoing administration, compliance, reporting and investment management, so you spend less time on your retirement plan and more on the work your organization is here to do.