ease of use, easily understandable walk through

First off it is very easy to use and incorporate into a small business. I feel like I got rid of a big middle man when I was using AUL. The flexibility of the Morningstar plans along with designing our own portfolios based mostly on age but also can adapt to each individuals wishes. The savings of basis points which we were charged on before is huge and have saved over $225,000 since we started 15 years ago in fees. It is also easy to transfer money out with the appropriate regulatory inputs when someone leaves the company, needs money for emergent needs or wants to transfer out to another type of qualified retirement plans. The ease of the website to navigate also makes the access very easy. If you want to chat or talk to someone the wait is very short and their help is usually spot on. they also generate your Form 5500 for your tax purposes for you. Security is very high with two step verification which stopped an attempted hack.

Ubiquity makes everything easy for employees. Once you’re up and running, you can set it and forget it.