At-A-Glance

Features of the Plan


    Designed for Companies Employing 2+ Employees
    Full-Service 401(k) Plan
    Low Out-Of-Pocket Cost
    Personal Account Manager
    Over 100 Fund Families
    Professional Compliance Services
    Simplified Employer Administration
    Specialized Reports
    Morningstar Fund Reports and Prospectus
    Advisor Guidance


EZ K Plan™ is a product developed and sponsored by Revzon Consulting Group, LLC, 465 Furnace Street, Suite 6, Marshfield, MA 02050. Aspire Financial Services, LLC provides the recordkeeping and related administration under contract with Revzon Consulting Group, LLC. Matrix Clearing and Settlement Services along with MG Trust, both subsidiaries of Broadridge Financial Solutions, Inc. provide the execution and settlement of the plan level mutual fund trades and holding the mutual fund shares on behalf of the respective 401k plan trust. Financial advisors through their respective broker dealers provide the plan investment guidance and educational services to employees. Certain third party RIA firms are available to provide 3(21) or 3(38) services on an optional basis.