If you currently have a plan in place, simply have your benefits representative contact the Appleton Group 401(k) team to receive a proposal. We’ll detail the costs, features and benefits of the plan, offer you a detailed website demonstration and provide a comprehensive transition packet. We’ll also help you properly notify your participants of the upcoming provider change, supply enrollment kits, as well as provide an introduction to your dedicated conversion team.
And from day one, our team will ensure that your HR staff is fully trained in our easy-to-use deferral processing system.