Provide basic plan information, such as:
We'll need basic company information such as:
Choose a few specific design features:
Upload and employee census or enter manually the following:
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.
I'm ready to get started on my own
Get started today. We'll help.