For Advisors

Retirement Plans Shouldn’t Slow You Down

Your time belongs with your clients, not chasing paperwork. 401KInABox brings every step of the retirement plan process into one place: proposals, illustrations, calculators, consultations, plan design, and ongoing management. Set up a plan today, manage it for years, and never leave the platform to do it. Your clients get a great retirement benefit. You get your time back.

  • AFFORDABLE PLANS

    Plans start at just $25/month. Clear, flat-rate pricing with no hidden fees and no asset-based charges. Request a proposal and know exactly what your client will pay before they commit.

  • SIMPLIFIED PROCESS

    Starting a plan for your client shouldn't require a dozen emails, a stack of forms and ‘circling back’. It doesn't anymore. Make your recommendation and we take it from there: handling all the paperwork, data, and compliance.

  • EASY DIGITAL SETUP

    Point your client to our platform and they're set up in 15 minutes. We support any recordkeeper or brokerage you prefer. You bring the investments and we take care of everything else.

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Why 401KInABox?

We built 401KInABox so financial advisors could have a better retirement plan experience without the complexity. Thousands of financial advisors rely on our platform, our people, and our process to get it right every time.

  • 110+ years of combined retirement plan experience

  • Thousands of plans actively administered

  • Industry credentialed account managers

  • Dedicated account managers

  • Secure, easy to use client portal

  • Simple online sign-up

  • Integrations with your payroll company and recordkeeper

  • 24 hour response time

  • Retirement plan experts available when you need them

Set up a retirement plan for your client in 15 minutes — fully online, no back and forth, no waiting.

#FORADVISORS

Start your plan

We’re built to grow with you. Our fully digial process make it easy to bring cost-effective, modern 401(k) plans to your business-owner clients and we’ll be there every step of the way.

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