We are 401kInABox

Who We Are

We are the only digital 401k TPA built for advisors. Our purpose is to help advisors serve their clients and provide a 401k with ease. We proudly claim to be the easiest place for an advisor to set up a 401k.

WHAT WE DON’T DO

We do not do investments, so you’ll never hear us selling investments or taking asset fees. We believe its ideal to leave total investment control with the advisor.

We also are not a recordkeeper. Advisors often have their recordkeeper of choice, so we let you bring your RK to the table.

NATIONAL TEAM OF EXPERTS

Digital TPA does not mean mechanical. We are a national team of human experts that power this platform.

ADVISORS ALREADY LOVE US

Advisors nationwide use our platform to bolsterd their capacity to serve in the retirement arena. They love the ONE advisor account to access ALL their plans and the easy “invite” email that is automatically delivered to their client. 

See what clients are sayingLook At Getting Started