Access diverse investments, smart tax features, and track your progress towards your goals.
Built to make the most of every dollar you save.
Invest directly into Stocks, ETFs, Mutual Funds and more.
Your 401(k) gives you access to a wide investment universe, so you can build a diversified portfolio that fits your retirement goals.
• Invest beyond the basics. Build from the core fund menu or pick from a large universe of stocks, ETFs, and more through the Self-Directed Brokerage.
Take control of how your money grows. The choice is yours, and you can update your investment allocations anytime.
Start early; contribute automatically
Maximize your retirement benefit with powerful features that let you build wealth efficiently.
• Basic Capital allows you to set up different strategies for Traditional and Roth 401(k) investments
• When allowed by your plan, we can offer “mega backdoor Roth” support to convert after-tax contributions into Roth dollars, unlocking higher 401(k) contributions
Use your workplace retirement plan to achieve your goals, on your terms.
Fragment Wanted a 401(k) Built by Market Experts
When the infrastructure builders needed infrastructure for themselves, they looked for a partner with the same depth of understanding.
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How Footprint gave their employees more flexibility
Footprint wanted a retirement plan their team would actually use and care about. They needed something that went beyond the basics and actually engaged employees in saving for retirement.
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How Service Professionals doubled their 401(k) participation rate
From 3-fold growth in participation to a new way to recruit and retain talent, we share more about how we're helping Service Professionals hit their goals.
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Ideal Fulfillment Sets Up Workers for Success With Retirement Benefits
Retirement wasn’t resonating—until Ideal Fulfillment found a better fit. Here's how we’re helping their team think long-term.
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