401(k) and retirement plans for small businesses
A retirement plan is one of the most powerful ways to attract and keep great people. We help small and mid-sized employers design, launch, and support 401(k) and employer retirement plans — without the jargon or the guesswork.
Retirement plans built for the way small businesses actually run
Whether you're offering a 401(k) for the first time or reviewing a plan you've had for years, we right-size it to your team.
Small employers
Teams from a handful of employees up to ~50 — including SIMPLE IRA, SEP, and safe harbor 401(k) options.
Mid-sized employers
Growing teams that need a real 401(k) with employee education and ongoing support.
Plan reviewers
Employers who already have a plan and want a no-obligation benchmark of fees and features.
Everything you need to launch and run a great retirement plan
We handle the setup through our provider partners, the employee education, and the ongoing support — so you don't have to become a retirement plan expert.
401(k) plan design & setup
A plan structured for your team size, goals, and budget — including safe harbor and profit-sharing options where they fit.
Employer retirement plans
401(k), 403(b), and SIMPLE/SEP IRA options for small and mid-sized employers, explained in plain language.
Plan setup through provider partners
We help you choose and set up a plan through our retirement plan provider partners — without the jargon.
Employee education
Plain-language education so your team understands and feels confident using the plan.
Cost benchmarking
We compare your plan's fees and features against the market so you know you're getting real value.
Enrollment & ongoing service
We help with rollout, enrollment meetings, and year-round questions — not just the paperwork.
From idea to enrolled in four steps
- 1
Book a free call
Tell us about your team and goals in a 20-minute consultation. We'll listen first.
- 2
Compare plan types
We show you 401(k), 403(b), SEP, and SIMPLE IRA options side by side with real costs.
- 3
Design & launch
We help you choose and set up a plan through our provider partners, coordinate enrollment and employee education, and review the plan each year.
- 4
Support year-round
We answer your team's questions, help with compliance, and review the plan each year.
Retirement plans, explained in plain language
Right-sized for small teams
We specialize in small and mid-sized employers — not corporate plans that don't fit you.
Plain-language guidance
We help you understand your plan in real numbers — without the legal jargon.
Fee benchmarking
We compare your plan's fees and features against the market so you know you're getting value.
One local partner
Coordinate your 401(k) alongside health, dental, and workers' comp — all with one team.
Carriers we work with
We work with leading carriers rated A or better by AM Best.
Carrier availability varies by state, plan type and underwriting. Logos are trademarks of their respective owners and do not imply endorsement.
401(k) and retirement plan questions, answered
Book your free retirement plan consultation
A 20-minute call with a retirement plans advisor. We'll review your goals and show you what's possible — no obligation.
Ready to give your team a retirement plan they'll value?
Book a complimentary 20-minute call with a retirement plans advisor — or request a free quote for your business.
Prefer to talk now? Call 281.502.4600