1. RETIREMENT TECHNOLOGY

Our intuitive, user-friendly platform offers a completely digital experience delivered on the cloud for faster deployment and a more modern experience.

2. PAYROLL INTEGRATIONS

We can integrate with 100+ payroll providers to simplify eligibility and payroll processing while taking more work off your plate.

3. FLEXIBLE INVESTMENTS

We're completely open architecture so you can build the line-up that's right for you without worrying about revenue sharing or proprietary funds. And for a tailored approach, we offer managed accounts for a more individualized participant experience.

4. FIDUCIARY ADMINISTRATION AND INVESTMENT OVERSIGHT

Whether acting as your 3(38), 3(21) and/or 3(16), we provide fiduciary oversight to better protect you and your company investments.

5. SECURITY

Our entirely cloud-based platform includes extensive controls such as encryption at all stages, constant monitoring, commercial anti-virus tools, and strict internal protocols and training.

6. ADVISOR MANAGED ACCOUNTS

Leveraging Franklin Templeton's proprietary methodology, we offer employees a more personalized investment experience based on their individual goals and circumstances.