401kInABox is an online Software-as-a-Service (SaaS) product that provides plan sponsors and advisors with an interface for setting up and managing a company-sponsored retirement plan. The client portal allows users to set up a retirement plan, complete annual data submission requirements, and provide a central location to store/view relevant files and deliverables.
Our goal is to provide individual attention to plan sponsors and advisors, connecting them with the best possible financial network to support their pension plan’s needs. We work with any recordkeeper and any investment advisor. With input from the client, we prepare a plan design that best fits their needs.
The 401kInABox team is trained in the latest IRS, Department of Labor and ERISA Laws, allowing us to work in conjunction with CPAs for the benefit of each client. Our personnel have the expertise needed to guide plan sponsors and advisors through the complex landscape of pension administration. We work efficiently, keeping plan sponsors and advisors informed of changes in regulations and policies that affect the retirement plan and the most precious resource—employees.
Review the FAQ for more information.