What is Plan in a Box?
Plan in a box takes the institutional benefits of mega employers and delivers a seamless retirement program, scalable for all sized organizations. Employers who demand the best in investment and administrative excellence, while requiring a cost-effective program, have finally found their solution.
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Simple
Easy to understand, communicate, adopt and operate. Simplify your retirement benefits while maximizing their value.
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Complete
A robust plan designed to solve investment, administrative and compliance needs in one bundled program. A comprehensive solution maximizing the key components of every successful retirement plan.
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Administrative Ease
User friendly administrative tools and resources to simplify day to day tasks for both employee and employer. Industry proven best practices are built into your program to ease administration needs.
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Cost Effective
A cost effective plan that will maximize the value of the investment made into your plan and employees.
Plan Features