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Hear What Our Clients Say
George Owens
Switching to this 401(k) service was one of the best decisions we’ve made as a company. They handled everything—from plan administration to compliance—so we could focus on running our business. The reduction in fiduciary responsibility was a huge relief, and the cost savings were significant. Our employees are thrilled with the plan options, and we’re happy knowing we’re offering a competitive benefit. Highly recommended!
Max Tanner
As a small business owner, I was hesitant to start a 401(k) plan due to the perceived complexity and costs. But this team made it seamless! They explained everything in simple terms and even handled the paperwork and filings. Their personalized approach made us feel valued, and they genuinely care about helping businesses succeed. We couldn’t be happier with the support and expertise they provide.
Kim Wexler
We were struggling with high costs and administrative headaches with our previous 401(k) provider. This service not only reduced our plan costs by over 50% but also took over all the day-to-day responsibilities, like notices and testing. Their team is knowledgeable, responsive, and proactive. I feel confident knowing our 401(k) is in great hands, and our employees appreciate the transparency and support as well.
Billy Jackson
We’ve been using this 401(k) service for over a year now, and the experience has been fantastic. They understand the unique needs of small and medium-sized businesses, and their approach to reducing fiduciary liability was exactly what we needed. The ability to keep our existing providers while cutting costs was a huge bonus. They truly go above and beyond to ensure everything runs smoothly. Highly recommend them to anyone looking to enhance their employee benefits package.
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