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