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Plan Administrator

As the plan administrator of the Worksite Retirement Savings Plan, they take on the primary fiduciary responsibility for the plan. They select and monitor all of the other plan providers, making sure that they are providing awesome services at a great price. Since they are your PEO, they will also calculate all deferral and employer contributions and remit all contributions to the custodian.


Investment Manager

As the investment manager for the Plan, BKS Retirement monitors the Plan investment menu, recommends investment changes, and provides plan regulatory services. 


Participant Advisor

As the Participant Advisor for the Plan, Liberty Run Benefits is available for Participant Investment inquiries, for employees of adopting employers.


Recordkeeper & Third Party Admin

As the third party administrator and recordkeeper for the Plan, Ameritas performs all compliance testing, prepares government filing reports, provides participant education, and customer service support. 



Charles Schwab Trust Bank custodies your plan assets and processes all trading instructions. Using an open-architecture custodian allows us access to an array of investment vehicles, including low-cost options, to help participants achieve their retirement goals.

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