This 401(k) Plan is recommended for small businesses with OWNER PARTICIPATION and an EMPLOYER CONTRIBUTION.

Cost: $250 Setup Charge + $99/month
Setup charges are non-refundable once purchase has been completed. During setup, you will arrange monthly payments with your new advisor as part of the setup process and the first monthly charge will be processed 30 days after signing up.

Downloadable Files (provided after purchase)
After completing your purchase, an email will be sent to your attention with links to download the following files.

  1. Welcome Letter
  2. New Client Implementation Worksheet
  3. Employee Census Worksheet
  4. Implementation Timeline