We have what you need for new business
Pre-approved prototype and volume submitter DC, DB, and 403(b), as well as specialty plans
Choose either Pay-as-you-Go or Sponsor
Special discounted solutions from small to large volumes of plans
Transcription service to map current plans or create new plan packages with our exclusive turn-key approach
Stay up-to-date with our techncial support
Unmatched response to all your retirement plan questions and notification of important issues
Compliance support in the form of good-faith amendments designed specifically for the McKay Hochman Prototype Plans
Full credit of the discount document or annual support fee with vendor sponsorship
Vendor sponsorship not required for any offering