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Average Ratings 0 Ratings

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ease
features
design
support

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Description

The ASC DC/401(k) administration platform is regularly enhanced to accommodate all updates in legislation. It features adaptable eligibility assessments, a user-friendly data import wizard, and thorough data verification processes. The system supports a variety of funds and sources, employing either dollar or share accounting methods. Additionally, the ASC offers a complete Compliance Testing System. Users have the option to generate reports from the standard templates provided with the ASC System or create tailored reports using the ASC Reporter, which facilitates custom report creation. It also includes integrated budgeting solutions for various plan types such as new comparability, super integrated, age-weighted, and sole proprietor/partnership plans. The system efficiently calculates different employer contributions for 401(k) plans and other defined contribution schemes. Furthermore, it performs comprehensive employee data validation in one streamlined process, including the capacity for custom validation formulas, ensuring it stays fully updated with all legislative changes while enhancing user experience. This continual evolution reinforces the platform's commitment to providing reliable and efficient administrative support.

Description

The Ocho Solo 401k offers unparalleled tax benefits for entrepreneurs compared to any other retirement plan available. You can contribute as much as $61,000 while enjoying tax-free compounding across various asset classes. Designed with user-friendliness in mind, Ocho ensures that managing your solo 401k is a seamless experience, allowing you to create your account, make contributions, and invest directly through a streamlined, easy-to-use dashboard. Setting up a solo 401k with Ocho is incredibly simple and can be completed in under ten minutes, with all necessary paperwork and administration handled on your behalf, eliminating the hassle of opening separate accounts for banking and brokerage. Investors can choose to put their money into traditional financial vehicles like stocks, mutual funds, and ETFs, or they can exercise checkbook control to invest directly in alternative options, such as real estate, cryptocurrency, and private equity, providing a diverse range of opportunities to grow their wealth. With Ocho, the path to a successful retirement plan is not only accessible but also flexible, catering to the unique needs of each business owner.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$299 per year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Actuarial Systems Corporation - ASC

Founded

1981

Country

United States

Website

www.asc-net.com/admin-val-software/defined-contributions/

Vendor Details

Company Name

Ocho

Country

United States

Website

ocho.com/solo401k

Product Features

Product Features

Alternatives

Alternatives