• Title

  • 401(k) Plan - Solo or Start Up Plans for $9/mos per participant - Super Value

    Offer Valid: 06/25/2019 - 12/31/2029
    Get a High Quality - Low Cost - GREAT 401(k) Plan from STCoC Member Provider

    401(k) Plan Everyone Wants & Needs

    $9 per month per participating employee

    [custom pricing is available for larger companies]


    Plan Administration & Recordkeeping
    • ERISA 3(16) Fiduciary
    • Automatic Enrollment
    • Hassle-Free Plan Setup
    • Employee Onboarding
    • Account Statements & Notices
    Investment Management
    • ERISA 3(38) Fiduciary
    • Low Cost - High Quality Investments - 40+ funds including Vanguard, Schwab & DFA funds 
    • Robo-Advisor Managed Portfolios - Automatic Rebalance
    • Do-It-Yourself Portfolios
    Compliance & Reporting
    • Plan Testing & Compliance
    • 5500 Preparation & Filing
    Payroll Automation
    • Employee Status Changes
    • Employee Contribution Changes
    • Contribution, Distribution & Loan Processing
    Education & Support
    • Live USA Based Chat & Phone Support
    • High Quality Employer & Employee Education from Fiduciary Advisor
    • CERTIFIED FINANCIAL PLANNER™ practitioner Advisor of Record for Plan

    This Hot Deal is promoted by South Tampa Chamber of Commerce.