Elevate401(k) provides Plan Sponsors with streamlined Sponsor Level web portal access.
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.
WEB PORTAL
ENGAGEMENT
Our goal is that every employee becomes engaged and excited about saving for retirement.
FEE STRUCTURE
Transparent, Flexible and Low-Costs… Easy to understand upfront fee schedule.
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
