Finally, a 401(k) plan for small to medium sized businesses with protection like a large plan!
Simple + Affordable + Smart =
Enlighten Your Plan with Smart(k)
Simple & Transparent Fees
Fiduciary Support
Low-cost Investment Options
Participant Support
Features included
  • Pre-tax and Roth contribution options
  • 12 month service or immediate eligibility
  • Participant loans
  • Immediate vesting
  • Investment Management
  • Compliance Testing
  • Online Enrollment
  • Education and guidance
  • Profit sharing options
  • Safe Harbor contribution options
    • Non-elective contribution
    • Dollar for dollar match
  • Custodial Services
  • Signature Ready 5500
  • My Retirement Goal financial modeling
  • Online Distributions
  • Complies with State-mandated plans
Simple

Complete Questionnaire

Review & Sign Plan Documents

Kick-Off Meeting

Participant Enrollment

Affordable
Fees Rate* Who Pays
Set-Up Fee $1000 (one-time) Employer
Base Fee $2,000 Employer
Participant Fee $30 per Employer or Participant
Asset Based Fee 0.14% Participants
Advisory Asset Fee 1% Participants
3(38) Fiduciary Asset Fee (optional) .01% Participants
Government issued tax-credit for qualified plans available
*Annual rate unless otherwise noted

See plan document and disclosures for full fees.

Other Fees (depending on plan options)

Loans $150
Distributions $75
Profit Sharing Calculations $500
Payroll Contributions (over 52) TBA
Smart
Our bundled solution for your affordable 401(k) plan!
Have an existing plan? Complete our form for a quote today.
Still have questions? We are here for you! Just give us a call. 1-256-705-5923