New 401(k) Plans
Setting Up a 401(k) Plan for Your Business
Starting a new 401(k) plan can feel overwhelming, but it does not have to be. Our team helps guide business owners through the process from plan design to employee education.
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A Guided Process from Start to Finish
We help you understand the major decisions involved in creating a retirement plan, including eligibility, plan type, providers, payroll coordination, employee communication, and ongoing compliance support.
Key Steps
What Goes Into Setting Up a 401(k)?
Plan Design
Define employee eligibility, contribution options, vesting schedules, and the type of 401(k) plan that fits your business.
Provider Selection
Review plan administrators, custodians, investment platforms, and service providers to support the plan.
Plan Documents
Create the required plan documents and outline the rules that govern the retirement plan.
Payroll Setup
Coordinate payroll deductions so employee contributions are handled accurately and deposited on time.
Employee Enrollment
Communicate plan details, provide enrollment materials, and help employees understand their options.
Ongoing Support
Review the plan regularly, support compliance needs, and help keep employees educated over time.
Plan Options
Choosing the Right Type of 401(k)
Simple Approach
How We Make the Process Easier
We Learn About Your Business
We review your goals, number of employees, payroll setup, and current benefits structure.
We Help Compare Options
We walk through plan types, provider choices, costs, and administrative responsibilities.
We Help Launch the Plan
We support setup, communication, enrollment, and ongoing review after the plan is in place.
Thinking About Starting a 401(k) Plan?
Let’s talk through your options and help determine what type of retirement plan may fit your business.
Schedule a 401(k) Consultation610-973-5334