Choose flexible, fee-only pricing.
Minimum Fee: $2,400 per year
Retirement Plans: Our fee ranges from 0.25% to 0.50% depending on the assets in the plan, number of employees, type of plan, and number of locations. We charge the same regardless of which record keeper we use. We are able to work with most record keepers such as but not limited to: Vanguard, American Funds, John Hancock, Fidelity, T. Rowe Price, Transamerica, Voya, Principal Group, ADP, Charles Schwab, TD Ameritrade, and many more.
Our cost can be billed to each employee account or to the company directly, therefore treated as a business expense. Our fee is the same regardless of the record keeper or TPA that is chosen. We do not receive any commissions, nor do we receive payments from anyone but you, the client.