Plan Illustration

One of our pension consultants would be happy to put together a plan design for you. Please fill in some basic employee information on this census and fill in the company info below. We will be in touch shortly with a proposal!

If you are a Financial Advisor or CPA, please click here.

401kInABox™charges a one-time fee of $99 for plan designs and proposals. Please note if you decide to move forward and set up a plan, this $99 will be applied to the cost of your plan document set-up! This fee will be waived for Financial Advisors and clients referred to us by their Financial Advisors.

Our Guarantee

401kInABox™ provides following guarantees:

With your input, we will prepare a plan design that best fits the needs of your company. Once we … [Read More...]