Within our PEP, you choose how quickly you want employees to participate in your plan. Coordinate with your other benefit offerings or adjust to meet your competition, you get to choose.
Choose a traditional enrollment experience or fast-track your employee’s savings journey by choosing automatic enrollment and/or progressive savings.
Safe Harbor Designs
If you have failed 401(k) discrimination tests in the past, a safe harbor design may be for you. We’ll review all of your options and help you pick the option that is right for you.
Each company gets to select whether to contribute some of their own money to the plan and if so, how much. We’ll help you design the contribution so that it accomplishes your objectives.
Your vesting schedule determines how quickly your employees “own” the money you put into the plan. You can choose from an immediate vesting schedule or delay the vesting over as much as a 6-year period.