Daily Valuation Recordkeeping System

Our innovative recordkeeping platform allows employers and participants to get the most out of their 401(k) plan. In today’s volatile market many employers are looking to find a low-cost provider with a large selection of services. With our extensive list of products we are able to customize a 401(k) plan to fit each individual company. Whether it is mutual funds and ETF’s, self-directed brokerage accounts, a low cost platform, or money managers we have a solution for all sized employers and their retirement plan needs. All balances are updated on a daily basis and participants can access their personal account via a secure website that is tailored to each specific employer. We make every effort to provide excellent customer service and help our clients Retire with Financial Dignity.