is a modern retirement plan solution for small businesses
(up to 100 eligible employees) seeking a low-cost 401k benefit that is easy to set up and operate.
We manage most of the day-to-day plan processes without distracting you or your team. This reduces your time by leveraging our 25 years of industry experience to pro-actively do the work for you.
is more affordable than most 401k products. It leverages lower-cost investment structures, reduces administrative complexity, and utilizes technology to automate processes.
Unlike most 401k service models,
includes built-in, accountable plan fiduciaries that accept legal responsibility for managing the plan reducing your risk and liability.
Employees are automatically enrolled in the plan and provided easy-to-understand investment options. Our intuitive technology makes enrollment and account management easy.
Click to see requirements to be eliglble for
Companies that are part of a
Controlled Group or Affiliated Service Group
are not eligible for
. Companies that are part of a Controlled Group or Affiliated Service Group, can inquire about Liberty401k or Freedom401k, our solutions for companies needing customized features.
Services for Your Plan
Frequently Asked Questions
Tweets by JulyServices