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).
*Plus a ForUsAll Advisory Fee of 0.20% – 0.40% of plan assets per year
With traditional fund fees as low as 0.02% and advisory fees as low as 0.20% your employees can keep more of what they save.
The Secure Act 2.0 now provides tax-credits that may cover up to 100% of employer costs for the first 3 years, saving you up to $16,500.
The easiest and safest 401(k) plan for companies looking to attract top talent or maximize tax savings for owners. By providing a company contribution employers can offer a compelling benefit, and automatically pass key year-end non-discrimination tests.
Safe Harbor 401(k) plans can be customized for a broad range of budgets.