These types of programs are onsite type programs and are very convenient for your employees. Thank you for taking the time to visit our website. There is no cost to the employers regarding these plans. The amount of systematic salary reduction for funding these plans is determined exclusively by the employees. All participation in these plans is strictly voluntary.
Participants can start, stop, restart funding as employees elect.
The plans require NO IRS reporting, no discrimination test, no top heavy testing. These plans do not interfere with other existing or potentially existing company or organization retirement type plans. All plan enrollment information and materials is directly provided to potential participants. Employers can structure plan or limit plan such that one, some or all employees can voluntarily participate. For complete information including charges and expenses obtain a prospectus, and read it carefully before you invest.