Our Mission and Vision
Our Mission
Provide affordable retirements plans to small and medium sized businesses, where every employee can save for retirement.
Our Vision
Recognized for providing a retirement program that's easy to join, administer, and fosters retirement savings.
One of our primary goals is to develop a long-term, trusting relationship with you.
Our Process
- Request a proposal
- Approve the proposal
- Provide census information and payroll contact
- Educate and enroll
- Confirm setup and contributions are satisfactory
- Enroll any new employees when enrollment date is reached