Managing an employee retirement benefit plan can be a daunting task. We developed our software so that the enrollment process, administration, recordkeeping, investment management, and compliance can be managed with just a few clicks.

Features include:

  • Fiduciary oversight and plan management
  • Manual or Automatic payroll upload options
  • Access to over 25,000 investments
  • Ability to make most choices within your plan
  • Ability to build your own plan

Offering a 401(k) plan is only one piece of the puzzle of benefits that you can offer to your employees. With inVesti, you have the option to include other offerings as well. Choose any one plan or create a bundled solution.

  • individual accounts for your independent contractors
  • SEP IRA and SIMPLE IRA plans
  • HSA (Health Savings Account)