advisors

Two ways to offer your clients crypto in a 401(k)

Meet your clients’ retirement needs by offering them responsible access to cryptocurrency through ForUsAll’s fully bundled and stand-alone 401(k) solutions.

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401(k) solutions built for the future

Fully bundled 401(k) solution

Our full service 401(k) provides access to a core lineup of traditional funds, as well as prudent access to cryptocurrency.1 ForUsAll automates plan administration with features such as auto-reconciling payroll integration that drastically reduces time, errors, and liability.

Stand-alone self-directed crypto window

ForUsAll’s self-directed cryptocurrency window is powered by Coinbase Institutional, integrates with any recordkeeper and plugs into existing 401(k) plans without the need for conversion, and without increased fiduciary responsibilities for advisors.

Why cryptocurrency in a 401(k)?

High Demand
54%+ of Gen Z & Millennials say cryptocurrency is part of their retirement strategies.2

Increase expected returns
Model portfolios containing up to 5% of the total balance in crypto allocations performed better than those without crypto.3

More diversification
Because of low correlation to traditional assets, crypto can help serve as an effective portfolio diversifier.

How we provide prudent access to cryptocurrency

Cap on crypto contributions
To reduce risk, contributions to crypto are capped at 5% of the initial balance and 5% of ongoing contributions.

Multiple cryptocurrencies
ForUsAll’s 401(k) solutions offer access to a range of institutional quality cryptocurrencies.

Guidance
Expert guidance and education coupled with full financial disclosures are provided to all participants.

Crypto demand is here. Lead the conversation.

Speak with one of our experts today and learn how you can engage your clients about cryptocurrency.

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Learn how cryptocurrency can bring your advisory toolkit into the 21st century.

Expanding 401(k) options with cryptocurrency

Our white paper combines academic studies, demand rates, and market data to show you cryptocurrency’s potential value in a balanced portfolio.

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Prudent use of cryptocurrency as a 401(k) diversifier

Read how small allocations to crypto can help diversify portfolios.

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About ForUsAll

$1.6B

Assets under management

65K+

Employees served

450+

Plans Nationwide

ForUsAll was founded by the same team that helped build Financial Engines (now Edelman Financial Engines), the largest registered investment advisor in the United States. As one of the first technology-driven 401(k) specialists, we’re responsible for bringing the low-cost, high-touch 401(k) to small and mid-size companies. Most importantly, we’re forward looking enough to see where retirement investing should be heading, and we’re creating avenues that will help us all get there.