Let’s Get Started
Easy to start. Easy to manage.
You can pick from ready-designed plans and then manage your plan in one place. Need more information? We help you figure out the best path for you.
Choose your plan
Calculator
Solo Calculators
See your plan options for a Solo Plan
Popular
Sign Up
Traditional 401(k)
Sign up online or request a proposal for more information
Request A Proposal
Cash Balance Combo
Request a proposal for more information
Have questions?
If you still need help choosing an option, talk with one of our plan experts! We can walk you through the choices and create a proposal for you.
Sign-Up Steps
Advisor Sign Up
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).
-
Check out our 3 pricing options to get an idea of what each option offers, but no need to make a decision just yet.
-
Create your advisor account so you can start adding clients and creating+managing plans.
-
When you add a client, you will select one of our 3 options. Our new client process will walk you through the steps.
Send your customer an invitation 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.
Employer Sign Up
We’re here for you along the way, but we believe you’re going to love the digital process for starting your 401(k) plan.
-
Click the button below to create your account. In first dropdown choose “My Self” and complete the information requested.
You will receive an activation email and then you can log in.
-
Once you are logged into your new account, click “Add New Plan” and choose your plan type from the dropdown. You can look through our plan options HERE.
-
Fill in your company information.
Go to New Plan/Transfer and select “Start a New Plan/Transfer Existing Plan”, complete Start-up/Transfer questions.
Go to Plan Information, enter the Effective Date of the plan and the expected first 401k contribution.
-
If you have a financial advisor, enter their email address and name. Otherwise enter in your email address if you do not have a financial advisor.
Accept and sign Terms and Conditions.
-
Make the set-up payment.
-
If you are setting up a new plan, you will review and sign the Plan Document.