Open Access different?
We understand that every employee’s needs differ. That’s why our plans are fully customizable.
We’re a fiduciary
Our fiduciary status means that we are legally bound to act in your company’s best interests. We do not accept any referral fees or invest in in-house proprietary funds, meaning that we are 100% conflict-free. We ensure that your money only gets invested in funds that are truly right for our plan members.
Communicating openly with members is at the heart of what we do – we operate with full transparency. We disclose all fees with our members and consistently share financial wellness resources to keep their retirement goals on track.
Our fees are among the lowest in the country, and we wouldn’t have it any other way. We’re proud to offer low investment management fees. All of our members benefit from professionally managed portfolios at a competitive rate.