Enrolling in a 401k has Never Been Easier!

Whether it’s a new or transferring plan, we provide one dedicated consultant to quarterback the onboarding process by establishing your plan documents, integrating payroll, managing transfers and launching enrollment. We will communicate with your employees and keep them up to date on all required communications.

Custom Plans & Payroll Processes

When joining our MEP, NestEggs401k will provide consultation on custom plan designs that may be more cost effective or tax-efficient for owners. NestEggs401k helps to pick investments & limit personal liability. They also provide four Modeled Portfolios to work with: Conservative, Balanced, Growth, & All-Equity Growth.

Integrated Portals, Reporting & Payroll

Our record-keeping and enrollment platforms provide participants with easy to use tools available on phone, tablet, or desktop. Plan sponsors can customize reports at will and gain valuable insights into their plans. Our MEP platforms integrate with the payroll platform so that all facets of plan operation run smoothly.

Maintain Compliance & Limit Liability

As your §3(16) Fiduciary Administrator, we will also take over the following responsibilities:

• Complete / Sign / Submit Form 5500 on your behalf
• Signing plan amendments on your behalf
• Managing Payroll Data & Track Plan Eligibility
• Manage / Communicate Eligibility & Enrollment
• Approve Distributions / Loans / QDROs