Ready to get started on your new 401(k) plan?
Here's what happens next.
Create your account.
Provide basic plan information, such as:
- Startup plan or takeover?
- Name of company
- Number of employees
Provide company details.
We'll need basic company information such as:
- Company EIN and NAICS code
- Entity type
- Company ownership
- Trustee contact information
- Payroll provider and frequency
Decide on a plan design.
Choose a few specific design features:
- Plan start date
- Service requirements
- Auto-enrollment
- Vesting schedule
- Employer contributions
- Plan type: safe harbor or traditional
Input employee information.
Upload and employee census or enter manually the following:
- First and last name
- Social security number & birth date
- Employment start date & years worked 1000 hours
- Email address & phone number
- Ownership %
- Prior year compensation
Sign your documents.
Review and sign your documents, and congratulations! You're finished setting up your 401(k) plan. Notifications will go out to all eligible employees within 40 days of the plan start date.
Don't worry, if you get started on the process and get pulled away, we'll save your place.
Automating everything but relationships.
Get started today. We'll help.
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