COPILOT OPEN ARCHITECTURE 401(K)
COPILOTPRIME 401(K)
features
Payroll Integration Capabilities1 Online Setup Years of Retirement Alerts to Participants Managed Investment Portfolios Investment Education Payroll Deduction Maximum Annual Deferrals2 Employer Match Options Tax Credit for Employer Year End Process Cost to Employer Cost to Participant / IRA Owner Support for Your Financial Advisor, if Applicable3 Satisfies State Mandates
$22,500 / $30,000
$22,500 / $30,000
1 — Fees may apply or vary based on payroll partner. 2 — 2023 calendar year limits. 3 — Financial Advisor fees would be in addition to the fees listed in pricing table.
CoPilot OA 401k vs CoPilot Prime 401k
Agency Ascensus
Created on June 23, 2020
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Transcript
COPILOT OPEN ARCHITECTURE 401(K)
COPILOTPRIME 401(K)
features
Payroll Integration Capabilities1 Online Setup Years of Retirement Alerts to Participants Managed Investment Portfolios Investment Education Payroll Deduction Maximum Annual Deferrals2 Employer Match Options Tax Credit for Employer Year End Process Cost to Employer Cost to Participant / IRA Owner Support for Your Financial Advisor, if Applicable3 Satisfies State Mandates
$22,500 / $30,000
$22,500 / $30,000
1 — Fees may apply or vary based on payroll partner. 2 — 2023 calendar year limits. 3 — Financial Advisor fees would be in addition to the fees listed in pricing table.