Transparent Monthly Pricing
STANDARD DC PLAN
$75
per month
Approved Recordkeeper or
Up to 2 Brokerage Accounts
Annual Administration
Plan Amendments
ENHANCED DC PLAN
$125
per month
3(16) Fiduciary Services
Hands-Off Distribution/Loan Processing
Participant Communications
DB PLAN
$185
per month
Actuarial Valuation
AFTAP Certification
PBGC Filing
*Pricing shown typically applies to employers with up to 25 employees. Fees may vary based on plan size, complexity, and recordkeeping arrangement. Plan-specific fees, including the one-time plan setup/transition fee, are quoted in a customized proposal.
DC Plan pricing of $75/$125 per month is effective January 1, 2027.
Current $65/$120 per month DC rates will be honored through December 31, 2026.