Client Testimonials

See what some of our clients are saying about us and our services…

401kInABox™ has helped me to bring a higher level of service and professionalism to my retirement plan business.

  • Jeffery Quesenberry
  • Financial Advisor
  • Edward Jones Investments

401kInABox™ provides an easy solution to help my clients pursue their retirement savings goals. The online interface and support team is easy to work with and responsive

  • E. Andrew Gerner, Financial Advisor
  • Tongue | GERNER Financial Services, LLC.

401kInABox™ provides a simple and efficient turnkey solution for retirement planning to my small business and self employed clients, at a very affordable price. I have been working with the firm for years. The website is easy to use. It works in an efficient manner to set up retirement plans and the company offers ongoing administration and support. I would highly recommend 401kInABox™ to other CPAs and their clients!
  • Barrett Penan, CPA
  • Penan & Scott, P.C.