| Your
choice: |
| 
|
Choose
the design, service, education, and investment
selection of your plan. |
| |
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| We
provide great people to work with: |
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|
Client
relationship managers who are licensed and ASPPA-certified
(American Society of Pension Professionals &
Actuaries) |
|
|
Compliance
analysts who average more than 20 years experience |
| |
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| Plan
Services that adapt to your credit union needs: |
| |
|
|
We can deliver the plan to match your
needs and your employees’ needs with the
features you want. We offer a full array of
plan designs. They can utilize various profit
sharing options such as: |
|
New
Comparability |
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Age
Neutral |
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Integrated |
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Pro-Rata |
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| Plan
Features: |
|
Dual
Vesting |
|
Roth
401(k) |
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Catch-up
contributions |
| |
|
| Auto
functionality including: |
|
Automatic
rollover |
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Automatic
enrollment |
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Automatic
asset allocation and portfolio rebalancing |
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| Ongoing
Plan Consulting and Support: |
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Plan
document reviews |
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Proactive
plan amendments to meet legislative requirements |
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Facilitation
of year-end regulatory testing |
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Profit
sharing contribution design |
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Same-day
electronic contribution processing |
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Eligibility
tracking |
|
Vesting
calculation |
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Online
plan adoption, loans, and distributions |
