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Retirement Plans That Practically Run Themselves.

Automated Deductions and Contributions

Record Keeping and Government Filing

Ongoing Compliance Testing

Seamless Employee Onboarding

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Your Plan is in Expert Hands.

For eligible plans, we serve as the ERISA 3(16) plan fiduciary, guiding you to the best path for you and your business, while taking the headache out of paperwork and compliance.

AI-Powered Trading Platform

Next-Gen Automated Investing with Built-In Protection

iFlip’s AI continuously analyzes market trends to protect your investments and capture opportunities, so you don’t have to time the market or pay high advisor fees.

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Protection: Designed to protect your portfolio during inflation and market volatility.

Performance: SmartFolios is powered by proprietary signals that guide market entry and exit to help preserve value and grow returns over time

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