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. PleaseWE dare to be different. YOU reap the Reward. Customize your plan. Use low cost investments. Unburden your HR. Delegate your fiduciary responsibilities. Integrate your Payroll. Eliminate hidden commissions. Work with consultants, not call centers. And above all, prepare for retirement readiness. learn more end col-md-6 col_imageCustom Solutions, Comprehensive Care 401( k )/Pension Plans 401(k) & Pension plans offer one of the largest tax deductions available to business owners. But the market’s cookie cutter plans can’t achieve that for you. Your plan should be custom built to your unique demographics and tax strategy and should evolve as your business does. learn more Multiple Employer Plans To attract and retain members to your Professional Employer Organization (PEO) or Professional Association your benefits should stand out, not blend in. Reject the call-centers & uncaring corporate providers. You need tailored solutions and people willing to help you at a moment’s notice. learn more Pooled Employer Plans Thanks to the 2019 SECURE Act (Setting Every Community Up for Retirement Enhancement) , beginning in 2021 companies everywhere can now join a Pooled Employer 401(k) Plan to gain the economies of scale, administrative efficiency and reduced fees that were previously only available in Multiple Employer Plans. learn more Advisers White-Label our RK+TPA+RIA ecosystem in a PEP and grow your AUM dramatically with very low effort. By partnering with a 401(k) specific RIA, your firm can focus on what it’s good at and outsource the headaches. Since we ONLY manage plan assets, we don’t serve as competition to your client base. learn more Your Plan deserves a free second opinion No-charge, Fiduciary Audit Phone Local: 904-348-3131 Toll-Free: 866-202-4646 Fax: 904-348-3136 Navigation Home About Why Us Plan Sponsors MEPs PEPs Advisors CPAs Contact Us Employee 401(k) Login Plan Sponsor Login Individual Account Login 2024 Form ADV Firm Brochure 2024 Form CRS Privacy Terms & Condition © 2024...