The ELITE Plan gives Administrators a simplistic and direct approach to marketing retirement plans. Based on an “all in” fee structure, the ELITE plan has all the customary components of a traditional retirement plan included in just one basic fee.
This straightforward pricing structure is easy for plan sponsors to understand which makes you more effective in the sales process. It enables plan sponsors to quickly identify and compare total costs so they can easily meet their fiduciary responsibility with regard to fees in the plan.
The ELITE Plan is designed for retirement plans under $5,000,000.
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