What’s in the box

401kInABox means we’ve pre-crafted plan design and structure to meet business needs. Now you can easily turn a 401k on and continue to serve your clients with ease of mind. Select the plan that best fits your client’s needs. Don’t be fooled by the name, “Box”, class-based profit sharing and other plan complexities are completely in the realm of our offerings.

SILVER

$77

+ $1 per participant
monthly

This Silver level 401k option is perfect for the client who has a mix of employees and wage rates (ensure they always pass tests no matter if people contribute or not)

  • Safe Harbor feature
  • Payroll Integration
  • Online portal
  • Form 5500
  • Compliance Testing
PLATINUM

$125

+ $3 per participant
monthly

For the client who is looking for the traditional build-your-plan option. Platinum offers a customizable plan design. Class based profit sharing is also available

  • Everything in Gold
  • Eligibility Management
  • Excluded Compensation
  • Division-Based Benefits

SOLO(k) for owner-only plans

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What it looks like for your client

Let’s take the daunting and the scary out of the plan set up process for your clients. Shall we?

Receive an invitation

After you add them as your client, they will receive your invitation to activate their account. They will automatically receive login credentials.

Log In 

Their online dashboard will show pre-filled information (that their advisor did during the sign up process). They simply review to make sure their information is correct.

Payment

Next they will digitally sign the contract and submit payment.

Plan Document

Once the Plan Document is created (24 hours) they will sign the adoption agreement. Their plan is now ready to rock and roll.

Create your advisor account and enjoy simplicity

Get Started

To start a plan for your client, create your FREE advisor account. Click “Add Client” then select the plan for them and an invite will be sent to them to start their plan. We will be right here along the way.

CREATE MY ACCOUNT
We’re Here!

Expert Support

From onboarding through the life of your client’s plan. Our online process and a digital platform is powered by industry experts and specialists, here to guide you and your clients along the way.

Read more about us

Have to use paper?

Download the form, return the completed form to us. We will create your online account for you and send you login credentials once it is ready.

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