You have enough
responsibility running
your business…..

Let us take the responsibility
of running your plan.

A True 401(k) Plan for your Employees – You do have a choice!

Technology is changing everything, why not 401(k) plans? No longer are you dependent on large insurance companies that can charge whatever they want, force you to offer their proprietary funds, and provide poor anonymous service.

Elevate401(k) provides a fresh new approach to 401(k) record-keeping by combining our personal first name service model and flexible low-cost fee structure, with a modern record-keeping system framework operated by one of the industry’s largest open architecture system providers.

Custody and trust services are provided by a leading independent Custodian performing asset custody, trading, settlement, distribution, and if desired will act as a directed trustee. Through the open architecture custody platform, sponsors have access to thousands of mutual funds and share classes from some of the largest and reputable fund families.


Elevate401(k) provides Plan Sponsors with streamlined Sponsor Level web portal access.


Securely access plan level reports, important plan documents, and participant data. Efficient census and payroll contribution submission uploads through the Data Validation system. Automatic payroll integration is also available through many popular payroll providers. If you need custom payroll integration, we are able to partner you with API developers to support your needs.


Our goal is that every employee becomes engaged and excited about saving for retirement.


By offering a plan you have taken the first, most important step of helping achieve this goal for your employees. We will continue this effort by supplying on-demand education and assisting promptly with participant questions or service requests.


Transparent, Flexible and Low-Costs… Easy to understand upfront fee schedule.


Independent flexibility to follow philosophy of overall 401(k) plan fee stabilization and ease of growth-based reductions. Participant fee leveling through hybrid dollar / asset-based fee structure to mitigate uneven “High Balance – High Asset Charge” plan strain. Participant statements provide up front, transparent fee summaries. Sponsors also have the freedom to pay for some participant fees on behalf of their employees should they choose.

The Hybrid Bundled 401(k) Solution

Tired of deciphering what service provider is responsible for what? Our bundled solution provides combined record-keeping, plan compliance and administration, and 3(16) fiduciary services. Historically, bundled solutions came with restrictive proprietary product requirements and were subsidized by hidden investment management fees. Our open architecture bundled solution strips away proprietary investment restrictions and hidden investment management fees, all while providing Sponsor’s with the efficiencies of single contact service for transparent pricing, smooth administration, and centralized data management.

Servicing your plan as a 3(16) Fiduciary helps Sponsor’s shed some legal responsibility


· Annual Form 5500 Preparation / Execution / Filing
· Creation and Distribution of Participant Disclosures and Notices
· Administration of Participant Loans
· Administration of Participant Distributions / Hardship Distributions
· Assist with Plan Document Interpretation

Let us provide you with a quick, no obligation plan quote: