Fully-integrated, automatic 401(k) that allows employees to invest in traditional funds, stocks, ETFs and cryptocurrency.
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Create an account and tell us a little about your company.
We’ll help you customize the plan and integrate payroll with a few clicks.
Set the date for the company kickoff webinar!
Seamlessly integrate the top 200 payroll providers with the top 401(k) recordkeepers in minutes.
We know what you'll need every step of the way.
Keep focused on growth. Our automation keeps your team focused on growth - not manual work. Generate 401(k) due diligence packets with a single click when you get your next term sheet. Be ready for large plan audits when your team grows above 100.
Investments as modern as you. From traditional funds to stocks to crypto - we provide unmatched choice for tech employees.
Evolve as you grow. We can help change your plan as you grow, upgrade payroll providers and, because we work with the largest 401(k) providers, we can help you move platforms when the time comes.
We keep it simple for you and don’t charge setup fees. That’s because low fees mean more saving – which is the whole point of a 401(k).
Simple core menu with optional self-directed windows that provide more opportunities for growth, diversification and customization. Access to stocks, bonds, ETFs and even crypto.
DAVE, our virtual advisor, easily onboards employees while our human advisors help your team via webinars or 1:1 sessions, covering everything from Mega Backdoor Roth to stock options and more.
Fully-automatic administration that comes with full fiduciary protection: 3(38) Investment Fiduciary + 3(16) Administrative Fiduciary.
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