You
As the employer, you’ll establish and maintain the retirement plan, act as decision maker, and upload timely and accurate payroll information.
Your Advisor
Your financial advisor, as applicable, will answer questions, address concerns, and provide information about investment options. They may also help communicate to your participants.
Us
As the recordkeeper and third-party administrator (TPA), we facilitate and manage the onboarding experience from start to finish. Your dedicated installation contact and payroll consultant will ensure your plan is onboarded smoothly.