Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 3 Ratings

Total
ease
features
design
support

Description

Whether you require intricate wealth management or assistance with retirement planning, our services are designed to support your financial journey. We offer a range of benefits, including zero account fees, commission-free trades, and no minimum requirements for account openings, allowing your investments to stretch further. You’ll have access to user-friendly tools and the latest insights from our expert team. Understanding your current financial position is essential. Utilize our assessment tool to gauge your retirement readiness and identify areas for improvement. Our affordable robo-advisory services provide professional investment management, catering to both digital-only investments and hybrid options that include advisor access when necessary. You'll have a dedicated advisor working alongside you, providing tailored recommendations aimed at enhancing and safeguarding your wealth. Additionally, subscribe to our weekly newsletter to receive expert commentary on financial markets, investment strategies, and personal finance tips that can empower your financial decisions. Overall, we are committed to helping you navigate the complexities of your financial future with confidence.

Description

Small business owners can have a simple, affordable 401(k). We believe in retirement plans that work. We are on a mission for every small business to offer a 401k. To help participants build a retirement they're excited about. We can sync with top payroll providers, handle plan administration, and offer low-cost mutual fund options. We don't charge additional fees for investments, unlike other 401(k). We are different. We take care of the administration, compliance testing, recordkeeping, and other tasks to make your job easier. Fully packaged. We do all the heavy lifting, from plan administration and employee onboarding to compliance testing, government filing and recordkeeping. These are our features. Predictable pricing. One all-inclusive fee is charged. It starts at $39/mo + $8/mo for each participating employee. There are no additional setup fees or investment fees. Pricing details. Full payroll integration. Fully integrated with top payroll providers, we automatically sync employee data.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

APS Payroll
Akoya
BambooHR
Coin Metrics
Crypto Backoffice
Diversiview
FirstClose
Kinfo
Medved Trader
Nitrogen
Obol
RightCapital
Riskalyze
Taiki
The Dividend Tracker
TradeZella
TradersPost
TradingDiary Pro
VISE
isolved

Integrations

APS Payroll
Akoya
BambooHR
Coin Metrics
Crypto Backoffice
Diversiview
FirstClose
Kinfo
Medved Trader
Nitrogen
Obol
RightCapital
Riskalyze
Taiki
The Dividend Tracker
TradeZella
TradersPost
TradingDiary Pro
VISE
isolved

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Fidelity Investments

Founded

1946

Country

United States

Website

www.fidelity.com

Vendor Details

Company Name

Guideline

Country

United States

Website

www.guideline.com

Product Features

Alternatives

Alternatives

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