For Advisors

Effortless Retirement Plan Management

We provide financial advisors a way to streamline retirement plan setup and maintenance. Use 401KInABox like a hub. Run proposals, request illustrations, use our calculators and set up consultations to help your clients start plans. Then, use your 401KInABox account to streamline plan maintenance and management. Let’s make retirement plans simple and efficient for your clients.

  • AFFORDABLE PLANS

    401KInABox offers efficient pricing with plans based on your client’s needs. Starting at $25/month (paid as an annual fee), request a proposal to present to your client.

  • SIMPLIFIED PROCESS

    We cut down on the mountain of communications and processes to start a plan for your client. Make plan recommendations to your client and we handle all the paperwork, data, and compliance essentials.

  • EASY DIGITAL SETUP

    Send your customer directly to our platform to quickly set up their account online in about 15 minutes. Whether you are suggesting a recordkeeper or brokerage accounts, you bring your investments and we walk your client through the rest.

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Why 401KInABox?

  • Over 110 years of retirement plan experience

  • Servicing thousands of plans

  • Industry credentialed account managers

  • Secure, easy to use portal

  • Dedicated account manager

  • Simple online sign-up

  • Integrations with your payroll company and recordkeeper

  • 24 hour response time for any question

  • Retirement plan experts at your fingertips when you need them

New clients can expect the on-boarding process to be completely online and last about 15 minutes.

#FORADVISORS

Start your account

We’re here for you along the way, but we believe you’re going to love the digital process for growing your 401(k) clientele (and feel good that you brought a cost-effective, modern solution for your business-owner clients).

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