Momenta

The ultimate high-tech, high-touch 401(k).

Whether for a small business, one person shop, or Fortune 500 firm, we’re ready to provide the finest retirement planning services on the market. Let’s build momentum together.

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Payroll Integration
makes it easy for you

Streamline employee onboarding

We prioritize simplicity and efficiency. Let your team members seamlessly enroll in retirement programs without hassle or confusion. 

Process 401(k) contributions automatically

Thanks to our complete integration with your payroll system, we ensure that contributions are deducted and deposited into employees’ accounts without any manual intervention. 

Seamlessly sync employee data

Employees are automatically enrolled when they become eligible for your plan, making your plan hassle-free.

OUR ADVANTAGES

Flexible, customized retirement plans

We offer Traditional and Roth 401(k)s, 403(b)s, safe harbor plans, profit-sharing plans, defined benefit plans, cash balance plans and PEPs/MEPs — we’ll help you figure out what’s right for you. Employers can customize matching and vesting options at no additional cost.

OUR PLANS

How Can We Support
Your Retirement Planning?

TPA Only Plan

We handle all the administration and compliance, including Form 5500 preparation and filing, so you can focus on your day-to-day operations. Even this most basic service offers you peace of mind. 

TPA + Payroll  integration

Our most common service goes the extra mile toward unburdening you as you navigate your employee benefits. On top of administration and compliance, we streamline the day-to-day operations of the 401(k) plan by integrating to your payroll system. 

TPA + 3(16) Fiduciary + Payroll Integration

Our most comprehensive service. We take fiduciary responsibility for your plan while allowing you to make the strategic decisions, turning your 401(k) plan into the best recruiting and retention benefit for your employees. 

3(16) + Payroll integration

For plans that use a different TPA, Momenta’s 3(16) services utilize our cutting-edge technology to offer comprehensive fiduciary outsourcing and seamless integration with your payroll system.

OUR STEPS

How We Work

Financial Advisors

The financial advisor is the plan’s quarterback. That’s why we cultivate strategic partnerships with leading financial advisors who offer expert advice and tailored solutions to address the diverse needs of their clientele. 

Accountants/CPAs

Collaborations with accountants/CPAs are instrumental in delivering exceptional value to clients in the arenas of tax planning, compliance, and financial reporting. By leveraging the expertise of trusted partners, we ensure that plans are designed and implemented with maximal tax optimization. 

Recordkeepers

We partner with top tier recordkeepers, using our cutting-edge proprietary technology to ensure best-in-class administration, efficient plan management, and superior customer service for our clients. 

Our Investment Partners Include

National firm with local presence.

Whether for a small business, one person shop, or Fortune 500 firm, we’re ready to provide the finest retirement planning services on the market. Let’s build momentum.