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Starter |
Complete |
| Key Features |
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| IRS-Approved 401(k) Prototype and Summary Plan Description Customized to the Client's Requirements |
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| Live Online Plan Set-Up and Training for 401(k) Plan Sponsor |
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| Ongoing Telephone and Email Pension Rules Consulting and Support for 401(k) Plan Sponsor |
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| 401(k) Plan Compliance and Top-Heavy Testing Available Online at a Mouse Click |
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| Secure Online 401(k) Account Management for Employer and Employees |
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| Self-Directed 401(k) Brokerage with Commission-Free Stock Trading and No-Load Mutual Funds |
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| Quick & Easy Conversion of a Participant's 401(k) to an IRA Rollover at Self-Directed Brokerage |
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| Employer can Upload Payroll and Contribution Data and Authorize Purchases 24/7 |
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| Self-Directed Brokerage Education, Assistance and Investment Selection for 401(k) Participants 24/7 |
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| Complete ERISA 404(C) Fiduciary Protion |
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| Complete ERISA 3(16) Fiduciary Protection |
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| Claim Up to $15,000 in Tax Credits |
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| 401(k) is Eligible for Hardship Withdrawals |
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| 401(k) is Eligible for Supplemental "Catch-Up" 401(k) Contributions for Persons 55+ |
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| 401(k) is Eligible for Profit-Sharing and/or Employer Matching Contributions That Allow Immediate or Scheduled Vesting |
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| 401(k) is Eligible for Traditional Safe Harbor 401(k) |
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| 401(k) is Eligible for QACA Safe Harbor 401(k) |
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| 401(k) is Eligible for Roth 401(k) |
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| 401(k) is Eligible for 401(k) Loans |
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| Automatic Payroll Integration |
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| Quarterly 401(k) Compliance Testing by 401(k) Easy Staff |
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| Signature-Ready Forms 1099R and 1096 Preparation and Filing |
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| Signature-Ready Form 5500-SF Preparation and Filing |
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| Signature-Ready Summary Annual Report |
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| 401(k) is Eligible for In-Service Distributions |
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| Options Trading (ERISA Limits Apply) |
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| 401(k) is Eligible for Vesting Profit-Sharing Contributions From 1 to 6 Years |
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| Backdoor Roth 401(k) (ERISA Limits Apply) |
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