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Basic Capital offers a 401(k) platform with over 6,000 investment options, including mutual funds, ETFs, and self-directed brokerage, along with features like real-time compliance testing and a Retirement Mortgage for long-term financing. The platform provides flexible bundling of recordkeeping, advisory, and administration services, designed to enhance employee engagement and investing power.
AI named Basic Capital from November 2025 to March 2026.