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401(k) Plan and Plan Management 
Staff One sponsors a comprehensive 401(k) Retirement Savings Plan, a valuable, sought-after benefit
and an essential employee recruiting and retention tool. We provide access to a high quality family of
funds such as Fidelity and Vanguard. Our Multiple Employer Plan offers "Big Company" plan features that can help attract, retain and motivate quality
employees by offering them the opportunity to save, tax-deferred for their retirement.
The Staff One retirement service offering includes:
- Safe Harbor Plan
- Simplified IRS filing
- Flexible plan design options
- ASPPA Service Provider Excellence Accreditation
- Center for Fiduciary Excellence (CEFEX) Accreditation
- IRA (traditional and Roth) and 529 plan options
- Annual nondiscrimination testing
- Rich family of funds: Fidelity, Vanguard, AIM and others
- Complete compliance and administrative services
- Seamless integration with our payroll
and payroll tax administration services
- Broad array of investment options customizable to mix
to match individual goals and risk tolerance
- Multi-manager investments for each style of investment
- Lifestyle and/or asset based allocation funds also available
- Best-in-class participant services, including secure 24-hr online access to accounts, investment planning tools,
quarterly statements, toll-free assistance and much more
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