THE EASIEST PLACE

TO SET UP A 401K

The premier digital 401k TPA

Trusted Nationwide

Financial Advisors leverage 401KInABox to bring an easy, modern and most affordable 401k to their business clients.

1,506+ advisors

2,267+ plans

Our Products

The SOLO Plan

SOLO 401(k)

A Solo 401(k) Plan, also known as an Individual 401(k), is a retirement savings account designed for self-employed individuals or small business owners with no full-time employees, except possibly for their spouse. This plan allows these individuals to save for retirement and enjoy certain tax advantages while doing so.

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The 401K Plan

Safe Harbor or Traditional 401(k)

One of the most popular retirement plans in the United States. Employees can contribute a portion of their pre-tax salary to the plan, and employers may offer a matching contribution up to a certain percentage of the employee's salary. The contributions and any investment earnings grow tax-deferred until withdrawal during retirement.

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The Combo Plan

401(k) + Cash Balance Combo

A retirement plan product for partnerships, professional & business owners. By combining a Cash Balance Pension Plan and a 401(k) Profit Sharing Plan, business owners can take advantage of tax savings provided by both plans.

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  • “With an easy to use interface, a simple sign-up process, and cost-effective pricing, its everything my clients need”

    Ed Turbush, CFP

    Edward Jones

  • “401KInABox has compliance experts we can trust. I recommend them for easy, hands-off, plan administration"

    Kelly Kopp, CFO

    Dustin Construction

  • “The easy-to-use design of 401KInABox provides me with a cost-effective solution for my client's retirement needs“

    Andrew Gerner, CFP

    TG Advisors

  • “Lee and her team know exactly what we [the CPA] need to provide our clients to maximize their tax situation. Thank you!”

    Barett Penan, CPA

    Penan & Scott, P.C.

How It Works

Financial Advisors can set up a 401k Plan with ease and simplicity.

  • Create your advisor account. Manage existing clients and set up new plans.

  • Add your client to your account and release the invite.

  • Your client gives their authorization and payment method. Done!

Financial Advisor selling a 401(k) Plan using a fintech platform

Advisor Centric

401KInABox is focused entirely on the advisor sold 401(k) plan market. The platform features a portal for managing plans and a fully digital interface. Advisors bring their investment platform of choice to the table, as well as their own investment options.

This fintech 401(k) TPA solution is built to smooth out the burden that advisors experience on small plans. What you get is simplified administration that makes retirement plans easy for employers and advisors while offering the lowest in administration cost this industry has ever seen.

Simple + Low Cost

Clients using their recordkeeper platform of choice

Use Your Investment Platform of Choice

Our purpose is to help advisors serve their clients and provide 401(k) Plans with ease. We proudly claim to be the easiest place to set up a 401(k) Plan. We are not investment advisors, so you’ll never hear us selling investments or taking asset fees. We believe it’s ideal to leave total investment control with the advisor. We also are not a custodian. Advisors often have their investment custodians and platforms of choice and we work with them ALL!

Try our Retirement Plan Calculators

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Contact

Feel free to contact us with any questions.

Email
support@401kinabox.com

Phone
(844) 602-4015