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Simple For Employers, Loved By Employees, Affordable For All​

Affordable 401k – Through integration and automation, we’ve created an entirely new way to save for retirement. Whether you need a 401k for small business less than 10 employees or for 200. We can save you money and time.

SAFE HARBOR

One of the most effective ways to simplify compliance while still taking advantage of the incredible tax savings a 401(k) offers.

TRADITIONAL AND ROTH

Pay taxes now or later, decide what makes the most sense for each individual situation.

LOANS

Access 401(k) money to pay doctor bills or buy a house, and the interest paid goes back in the 401(k)!

PROFIT SHARING

Bonus employees in a way that can help their future self. Business owners can also put away up to $56,000 per year.*

MATCHING

Get employees to really care about the 401(k), come up with a match that will get them excited to jump in the retirement savings game!

ROLLOVERS

Sick of getting statements from all over the place unsure of where your retirement money is. Roll all of them over into one account for FREE.

Plan administrators can manage all aspects of the company plan, verify compliance, chat with support, generate reports and access necessary documents all from a simple and friendly interface.

INDIVIDUALIZED PORTFOLIOS

Most 401(k) plans allow participants to select from a limited list of a few funds. Our process is much more customized. We ask every participant a few questions to determine their risk tolerance and then couple that with census data to offer a portfolio designed specifically for their needs.

EMPLOYEE PORTAL

At a glance participants can see how their portfolio is doing, how much they’ve saved, and can quickly and easily make changes to contribution amounts and investments.

AFFORDABLE PRICING

$9 per employee per month. ZERO setup fee, ZERO minimums, ZERO bond fee, ZERO Advisor fee, ZERO 5500 fees, ZERO BS!

CONTACT US

Or if you have any additional questions please Contact Us.