Partnerships

We partner with institutions large and small to deliver ideal retirement solutions

Our platform and our products are ideal for enterprise companies, banks, asset managers, trade associations and other retirement providers.

How we work with partners

Whole solutions

  • We offer pre-designed, workplace retirement plans
  • Connect to clients' portals, ERISA 3(16) and third-party administration services, pooled employer plans(PEPs) and more

Tailored options

  • You can set your plan’s features and pricing and choose your partners
  • Our technology addresses regulatory requirements for your plan sponsors

Technology-led

  • We have a cloud-based workplace defined contribution plan platform that's easy to set up
  • Our API services make cross-business integration a simple action

Robust. Simple. Affordable.

You may be an employer who wants a simple, affordable retirement solution or an advisor offering 401(k) plans to a client. Our platform is ideal.

Employers and plan sponsors

Reduce your retirement administration with our automated processes. An easy-to-use dashboard makes it easier to answer participant queries.

Choose a simple and affordable retirement income solution. Enhance your own brand and boost your business’s profile to prospective hires.

Advisors

Our guided proposal process makes this a simple sell. Easy to set up and service, our retirement plans are designed for start-ups and small businesses.

Personalize our platform to make your brand visible to clients. Get real-time updates wherever you’re working.

Responding to your needs

Contact us

Want to get in touch with our team? Let’s make sure you talk to the right people.