Simpler sales. Light touch points.
Use your account like a hub. Add new clients, pick from ready-designed plans and invite them to confirm, then manage their plan (and all of your other 401k clients) in one place.
TAKE A LOOK AT THE PRICING
Check out our 3 pricing options to get an idea of what each option offers, but no need to make a decision just yet.
View our pricingCREATE YOUR ADVISOR ACCOUNT
Create your advisor account so you can start adding clients and creating+managing plans.
Create my free accountADD A CLIENT
When you add a client, you will select one of our 3 options. Our new client process will walk you through the process. Then your invitation to your client will be sent telling them exactly what they need to do.
You get to bring your investments and select your favorite record-keeper.
When you need it simple.
401K IN A BOX
How To Grow Your 401k Books And Keep Your Bandwith
We found all the 401k involvement areas that are not investment related and we refined it. Read on:
Remove payroll pains
Have your client’s cloud-based payroll synced so no one has to touch the data or configure it and let us coordinate with your Record-Keeper.
Avoid asking for annual data
Bring efficiency to your client to avoid year-end headaches. Since we’re synced with payroll, we’re ready to go when its time for annual testing and the 5500 filing.
Cut paperwork
Give your client a totally digital experience from onboarding to payment. This keeps everything silky smooth and no information lost in transit.
Have a go-to deal
Looking for the right TPA based on your clients needs often means cost management. Look no further. You found us. 401kInABox, your digital 401k TPA.
#Foradvisors
Start your momentum
Create your account and be ready to go!
We’re here for you along the way, but we believe you’re going to love the digital process for growing your 401k clientele (and feel good that you brought a cost-effective, modern solution for your business-owner clients).
CREATE ACCOUNT