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Rollover 401k Plan

Option 3

$130 / month*
$9 / month per participating employee*

Created for business owners who want to transfer their existing 401(k) plan to Options 401K.  An assigned onboarding specialist will provide a smooth transition for both the employer and their employees.  No transaction fees for rollovers, employee loans and distributions, 5500 prep fees and plan termination.

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Moving Your Current Plan to Options 401K
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

  • TRADITIONAL PLAN DESIGN

  • REQUIRED FOR CURRENT PLAN ASSET ROLLOVERS

Work Space

A retirement plan is a valuable benefit for your employees. We provide employers and employees with tools such as administrative support, employee education, webinars and payroll integrations. Plan participants can check their dashboard to see how much money they will need in retirement and whether they are on track to meet their goals.

Team up with Options 401K and let’s work together to prepare your employees for their future.
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 and 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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