Your Plan - Your Way

Our Platforms

  • GENESIS: Our basic package is appealing to employers that are looking for the most cost effective 401(k) solution. The Genesis program offers a pre-screened menu consisting of 50 mutual funds from multiple investment companies. Each employer and/or advisor has the ability to select up to 20 funds to place in their plan’s core lineup.

  • ELITE: The Elite program is our most popular package allowing employers and advisors to take advantage of all that RIA has to offer. There are 24,000 mutual funds and ETFs to choose from when creating the plan’s fund lineup. Since this is our fully customizable package each employer may select from our entire list of products and add the features that will be beneficial to their plan. For further pricing information please contact us at

Additional Products

  • Fiduciary & Trustee Support
  • Self-Directed Brokerage
  • Professional Money Managers
  • Enrollment Assistance
  • Payroll Integration

Types of Plans

  • 401(k) Plans
  • Safe Harbor Plans
  • Profit Sharing Plans
  • New Comparability Plans