Consultative 401(k) Design & Setup
Our experienced 401(k) consultants are ready to build your customized plan with our no-hassle, end-to-end setup process.
Consult With Our Experts
At Employee Fiduciary, we don’t sell cookie-cutter 401(k) plans. Instead, we start every plan setup with a consultation where our experts will...
- Walk you through the plan design process step-by-step
- Help you decide if a Safe Harbor 401(k) is right for you
- Discuss plan features that can save you money, minimize admin work, and help you pass annual compliance tests
- Design an optional employer contribution scheme, including non-elective, matching, or profit-sharing contributions
Let Us Handle the Paperwork
Once your plan is designed, our administrators do all the heavy lifting to get your plan set up.
- Prepare a plan document, including the Summary Plan Description (SPD)
- Prepare participant enrollment materials
- Establish web access for you and the plan participants
- Train your team how to upload contribution files
Claim Up to $16,500 in Tax Credits
The government may subsidize 50% of your startup costs depending on your employee base and plan design features for 3 years. Our experts will help you maximize your tax credits and provide you guidance on how to claim them.
Already Have a Plan? No Worries.
Our administrators handle the entire plan conversion process. We'll work with your old provider to transfer plan assets and participant-level records to Employee Fiduciary.
Get a Free, Custom Proposal!
Receive a low-cost retirement plan proposal from Employee Fiduciary.
Get a Free Custom Proposal
Contact us with the form below and we’ll be happy to create a custom low cost 401(k) proposal for you.