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Safe Harbor 401k

Option 1

$50 / month*
$9 / month per participating employee*

A thoughtfully designed affordable 401(k) plan for small business owners. This safe harbor plan eliminates annual non-discrimination, offers fully vested employer contributions and supports employee satisfaction and loyalty.  No transaction fees for rollovers, employee loans and distributions, 5500 prep fees and plan termination.

Safe Harbor Plan
Work Space

Implementing a 401(k) plan offers your business a huge competitive advantage by hiring and retaining quality employees.  Show your employees you are invested in their future.

Plan Services

  • EMPLOYER NEW PLAN FEDERAL TAX CREDITS UP TO $16,500 OVER 3 YEARS

  • RECORDKEEPING SERVICES

  • PREPARE PLAN DOCUMENT, ANNUAL REPORTS, FORM 1099-R AND SIGN FORM 5500

  • ANNUAL PLAN COMPLIANCE TESTING

  • EMPLOYER & EMPLOYEE ONBOARDING

  • EMPLOYEE AUTO ENROLLMENT

  • EMPLOYEE & EMPLOYER WEBSITE ACCESS

  • EMPLOYEE INVESTMENT MANAGEMENT SERVICES

  • 3(16) PLAN ADMINISTRATIVE FIDUCIARY

  • 3(38) FIDUCIARY - INVESTMENT MANAGER

  • VESTING SCHEDULE OPTIONS

  • ASSIGNED ONBOARDING SPECIALISTS AND CLIENT MANAGERS

  • SAFE HARBOR PLAN REQUIRED

Our Partners

Convenience

All employer fees are payable monthly and can be setup by ACH or Credit Card.

No transaction fees for rollovers, employee loans and distributions, 5500 prep fees and plan terminations on all plan options.

Secure Act 2.0:
Beginning in 2023, employers implementing a 401(k) plan, with 2–50 eligible employees will receive a federal tax credit up to $5,000 per year for three years on 100% of plan costs.

Note:
 

  • Employers with 51 or more participating employees are eligible for custom pricing, products and services.
     

  • Options 401k’s 3(16) administrative & 3(38) fund manager fiduciary services are included on all plans.
     

  • * The fee details listed for each option do not include record keeping fees. These fees are detailed in the Adoption Agreement.

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