The benefits of a retirement plan without the burden.
We specialize in affordable and hassle-free retirement plans for small business.
Schedule a free consultationHow to start a 401k for your business
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Schedule a free consultation
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Review customized plan proposal
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Set up online account in 10 minutes
Retirement Plan Selector Tool
- Employees
- Contribution
- Contributors
- Best Match
Retirement Plan Selector Tool
- Employees
- Contribution
- Contributors
- Best Match
Retirement Plan Selector Tool
- Employees
- Contribution
- Contributors
- Best Match
Talk with us - 1.844.238.1247
Let's talkWhy choose us
Hassle-free administration
- Simple and intuitive automated tools
- A wide range of retirement plan options
- A Do-It-For-You approach to plan management
- A human single point-of-contact for all plan needs
- Filing of all annual government paperwork
Superior plan and investment guidance
- One of America’s top financial advisers
- Financial adviser supported plan designs to maximize performance
- Ongoing one-on-one financial guidance for plan participants
Legal protection
- Maximum fiduciary protection allowed by law
- Coordination of adherence to all Department of Labor and IRS guidelines
- Creation and maintenance of a fiduciary audit file
Start-up 401(K) Cost Calculator
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Enter the number of your employees and your payroll company below for a monthly cost estimate for a new 401(k) plan.
You may qualify for custom pricing. Please fill out our Contact Us form to request custom pricing.
Cost estimate is for the first 3 years of the plan only and includes:
Advisory and educational services, recordkeeping, plan administration, fiduciary services, 50% Start Up Tax Credit
Cost estimate does not include:
Fund fees, which will vary by fund
How we do it
DIFY (Do It For You) Approach
We know you have a business to run. That’s why our solutions focus on doing everything we can for you. When we can’t do it for you, we’ll be there every step of the way to do it with you.
Proactive Guidance
We are proactive partners that aim to solve problems before they exist. We’ll work with you to build the best program possible and provide ongoing one-on-one financial guidance to help you and plan participants achieve a successful retirement.
Human First Service Model
Put simply, we aren’t a robot. So when you and your participants need help, you are assisted by a human, not a chat bot. We proactively schedule plan review meetings and are your single point of contact for all of your needs.
Flexible Solutions
From 401(k)s and Solo(k)s to SEP and SIMPLE IRAs, we offer a wide variety of plans and servicing solutions that meet the unique needs of your business now and in the future.
Compare Our Services
Hassle-free administration
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Ubiquity |
Human Interest |
Betterment |
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| Simple and intuitive automated tools |
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| A wide range of retirement plan options |
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| Do-It-For-You approach to plan management |
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| A human single point-of-contact |
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| Money-back service level guarantee |
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Superior plan & investment guidance
| Rated one of America’s top advisors |
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| Financial advisor supported plan designs |
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| Ongoing 1:1 financial advisor guidance for participants |
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Legal protection
| Coordination of adherence to all Department of Labor and IRS guidelines, including plan benchmarking |
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| Creation and maintenance of a fiduciary audit file |
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