Transparent Monthly Pricing
STANDARD DC PLAN
$65
per month
Recordkeeper or
Up to 2 Brokerage Accounts
Annual Administration
Plan Amendments
ENHANCED DC PLAN
$120
per month
3(16) Fiduciary Services
Distribution/Loan Processing
Participant Communications
*One-time plan setup/transition fee will be quoted with proposal.
DB PLAN
$185
per month
Actuarial Valuation
AFTAP Certification
PBGC Filing