Not-for-profit
Built for good. Ready to perform.
Built for good. Ready to perform.
Insight, service, and innovation — working together to deliver simplicity and results.
Turning not-for-profit complexity into clarity
Supporting the realities of not-for-profit defined contribution, defined benefit, and nonqualified plans by helping organizations:
- Meet regulatory requirements across plan types and markets
- Adapt to evolving funding models and workforce needs
- Navigate mergers and legacy provider consolidation
- Apply intricate eligibility rules with confidence and consistency
Healthcare
Supporting complex organizations with precision and care
- Vast experience managing growth along with mergers and acquisitions
- Onsite and virtual education adapted for healthcare employee plans
- Insight into building competitive, cost-effective plan design and engagement strategies
Higher education
Supporting diverse communities with stability and foresight
- Streamlined administration and reporting for maximum efficiency
- Transparent, non-subsidized fees
- Guidance through legal and regulatory requirements
- No requirement for proprietary investments
K-12 Education
Delivering dependable solutions for everyday administration
- Benchmarking of plan performance and participant engagement
- Simplified contract consolidation from multiple vendors to a single solution
- Proven aggregation and common remitter capabilities
Faith-based
Serving mission-driven organizations with integrity
- Specialized support for qualified (QCCO) and nonqualified church-controlled organizations
- Recordkeeping flexibility to address unique plan provisions
- Proven aggregation services across legacy providers
How we strengthen your plan from day one
Understanding the unique challenges of not-for-profit plans allows us to help build a better plan and simplify your move.
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Bringing it all together
Consolidating multiple providers and legacy systems into a single experience.
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Ease of transition
Setting you up for success with a move that’s clear and confident.
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Flexibility and care
Listening to your specific needs to build a plan that optimizes outcomes and reflects your values.
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Compliance made clear
Navigating changing regulations with proactive fiduciary oversight and guidance.
The human touch, backed by technology
Our service team and technology go beyond administration to:
- Strengthen participation
- Help you stay ahead of regulatory and market changes
- Drive greater efficiency, simplify plan management
- Provide easy to understand insights
Financial wellness for those who serve
Technology, education, and support help participants make better decisions and improve outcomes with:
- Our Empower Personal Dashboard™ — participants can connect accounts for a complete financial picture, manage their goals, and track progress.
- Access to workshops, webinars, and personalized communications help participants understand their benefits and take meaningful action.
Beyond retirement: benefits your staff deserves
We’re continually expanding our solutions. Together, we can strengthen your benefits package to help you attract and keep great people.
Integrated workplace solutions
Integrating retirement, health savings, equity, and financial wellness through one provider, one website, and one service team.
Consumer-directed health
A range of easy-to-administer benefit saving options to support health and grow wealth.
