Sign Up

You’ve done your homework- reviewed all the options. Ready to set up your new 401(k) Plan? With 401kInABox™, it’s as easy as 1 – 2 – 3!

  1. Provide some basic info about your company, so that we have accurate information to set up your Solo/Owner 401(k) or Safe Harbor 401(k) Plan document.
  2. Review and electronically sign the contract.
  3. Pay for your plan document by credit card.

To start, register to use our website. You will then follow the steps on the following screens to set-up your plan! You can always save and return if you need; just click Sign In when you’re ready to finish.

You may also download set up paperwork and email it to if you prefer to not sign up online.


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