Simplify the business retirement plan experience for Financial Advisors, CPAs, and their clients. 19 years of saving thousands of clients millions of dollars.
The simplest way to start a 401(k).
3 steps.
Don't overthink it.
1. What are the goals of the plan?
Benefit for employees, tax deferrals for the business, tax savings for ownership.
2. Have a Third Party Administrator (TPA) design your dream plan.
Taking into account your goals, we design to optimize.
3. Partner with your trusted advisor to place the plan with a recordkeeper.
Prioritize technology, investment flexibility, and service.
Start to finish a plan will take about 30 days to start.
Easy.