Enjoy the ability to customize
your own plan.

    All of our plans include:

  • Reduced fiduciary responsibility
  • Easy integration with your payroll
  • Assistance with rollovers
  • Training to help you implement the program
  • Reliable technology and support.

OptionPlus Plan

You choose the options, you shape the plan.

The OptionPlus alternative puts full customization at your fingertips. You can easily shape the requirements of the plan to whatever is best for your organization. Keep in mind that with customization, you are subject to discrimination testing.

OptionPlus possibilities:

  • Create any employer match (or have no match at all)
  • Customize eligibility age requirements, length of service, or hours
  • Choose auto enrollment (or not)
  • Develop your own compensation definition
  • Design your own vesting schedules

OptionPlus benefits:

  • Choose from a wide range of options
  • Customize specifically for your business
  • You make the call on what you want to do