Partnerships
We partner with financial institutions large and small to deliver ideal retirement solutions
Our products are designed for enterprise companies, banks, asset managers, trade associations and other retirement providers.
How we work with partners
Whole solutions
- We offer flexible, customizable technology for 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 helps sponsors meet all regulatory requirements.
Technology-led
- We have a cloud-based workplace defined contribution plan technology that's easy to set up
- Our API services make cross-business integration simple
Robust. Simple. Affordable.
Whether you're an employer who wants a simple, affordable retirement solution or an advisor offering 401(k) plans to a client. Our technology is for you.
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.
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
We’re 100% cloud based. Infinitely scalable, delivering new features continuously.
Our platform automates most tasks, saving you and your team time and money.
Rich, in-depth reporting provides detailed insight and aids fiduciary oversight.
Our technology is people-focused – adapted to work across multiple devices.
Contact us
Want to get in touch with our team? Let’s make sure you talk to the right people.