Business Retirement Accounts
starting as low as $65 per year through our preferred providers
Start-Up 401k Plans
Company Census
If you are looking to start a new 401k or retirement plan. All we need are a few simple pieces of information on your company:
- Full Name
- Date of Birth
- Date of Hire
- Positions of Employees
Type of Plan
We can help you select what type of plan would work best for your business:
- Solo 401k
- Safe Harbor 401k
- Traditional 401k
- Profit Sharing
- Cash Balance Plans
Plan Administrator
At your company we’ll need to know who the administrator will be so we can set those individuals up with administration access.
Existing 401k Plans
Last Quarterly Statement
If you have an existing 401k we need a copy of your last investment quarterly statement to run a comparison.
Company Census
To have your company employees enrolled into the new retirement plan, we will need a census that includes:
- Full Name
- Dates of Hire
- Salary
- Position of Employees
408(b)(2) Fee Disclosure
[Optional] Your current plan provider can send the 408(b)(2) Fee Disclosure document to you.
