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August 7, 2023

Eye on the U.S. Banking Crisis: Should You Be Worried?

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All Inclusive Services

Safe Harbor 401(k) Plans	New Plan Setup	$800
	Transition of Existing Plan	$1,500
	Administration and Annual Compliance Services	$2,000 + $20 Per Participant + 0.05% of plan assets *
	3(38) Investment Fiduciary	0.05% of plan assets

*0.05% for administration does not apply if paid by record keeper

Non-Safe Harbor 401(k) Plans	New Plan Setup	$800
	Transition of Existing Plan	$1,500
	Administration and Annual Compliance Services	$2,500 + $30 Per Participant + 0.05% of plan assets *
	3(38) Investment Fiduciary	0.50% of plan assets

*0.05% for administration does not apply if paid by record keeper

PLEASE NOTE: Investment fiduciary services are offered in partnership with affiliated Registered Investment Advisory firms and will be assigned dependent on your chosen record keeping platform. Please refer to ERISA Advisory Service Agreements for further details.

Enhanced Services

Safe Harbor 401(k) Plans	New Plan Setup	$800
	Transition of Existing Plan	$1,500
	Administration and Annual Compliance Services	$2,000 + $20 Per Participant + 0.05% of plan assets *

*0.05% for administration does not apply if paid by record keeper

Non-Safe Harbor 401(k) Plans	New Plan Setup	$800
	Transition of Existing Plan	$1,500
	Administration and Annual Compliance Services	$2,500 + $30 Per Participant + 0.05% of plan assets *

*0.05% for administration does not apply if paid by record keeper

Standard Services

Safe Harbor 401(k) Plans	New Plan Setup	$800
	Transition of Existing Plan	$1,500
	Administration and Annual Compliance Services	$1,000 + $15 Per Participant + 0.05% of plan assets *

*0.05% for administration does not apply if paid by record keeper

Non-Safe Harbor 401(k) Plans	New Plan Setup	$800
	Transition of Existing Plan	$1,500
	Administration and Annual Compliance Services	$1,500 + $25 Per Participant + 0.05% of plan assets *

*0.05% for administration does not apply if paid by record keeper

What’s next?

1

We will collect some information about your business and employees, and if applicable, your current retirement plan.

2

We will walk you through more specific questions to help us design your plan’s features.

3

We’ll ask a couple of questions about your preference on investment features.

The entire process should take about 10 minutes to complete.

Select your Program Plan

Owner Only Plans

Multi-Employee Plans