Offer more for your clients – get more for your firm.

Simplify and modernize your 401(k) offering. Give your clients more choice and options for growth with the ForUsAll 401(k).

Advisor: Offer more to your clients, by simplifying and modernizing your 401(k) offering.

Grow your Advisory business with retirement in mind

Differentiate and grow your practice with an integrated, automatic 401(k), holistic financial wellness that helps you scale.

Set up Your Account: As an advisor, it’s simple – and free – to set up your account

Start Inviting Clients: Invite Clients directly from your dashboard

Design their Plans: Help clients design a plan that works for them

The ForUsAll experience 

Fully integrated

With your existing tech stack and payroll systems.

Simple rate pricing

Pricing built for you and your client.

Intuitive dashboard

Modern and sleek platform for all of your clients needs.


Make it your own - keep brand the focus.

Simple pricing tools

Streamlined quotes for your clients.

Fiduciary protection

Full administrative and investment protection.

Billing on your terms

Our platform was built and designed with you, the Advisor, in mind. Easily add your Advisory fee. ForUsAll will process this fee quarterly and send it directly to your firm.

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This material has been prepared for informational and educational purposes only and should not be construed as a recommendation by ForUsAll, Inc., its affiliates or employees (collectively, “ForUsAll”)  to activate a cryptocurrency window or invest in crypto.  Investing in crypto can be risky and investors must be able to afford to lose their entire investment.  You should consult with your own advisers before activating a cryptocurrency window or investing in crypto.  ForUsAll does not provide legal, tax, or accounting advice. Please refer to your Plan's fee disclosure for more details.© 2023 ForUsAll, Inc. All rights reserved.
1 Schwab 2022 401(k) Participant Study - Gen Z/Millenial Focus, October 2022.
2 As of 12/31/2022. Employees include both current employees and terminated participants with a balance.
3 "Morgan Stanley At Work: The Value of a Financial Advisor" Morgan Stanley, March 2022.
4 Sarah Britton was a client when she provided this testimonial through an independent third party review website. She received no compensation for her remarks. There are no known conflicts of interest in the provision of her comments related to the services provided.