401(k)Fit Plans

Pre-designed plans - faster, easier, and less expensive. A 401(k)Fit plan with an accelerated enrollment and setup process could be a big cost saver. 401(k)Fit Solo plans are pre-designed for either sole proprietor or single-member LLCs. 401(k)Fit Enterprise plans are also pre-designed, but can scale past a single-member company

A great option in a Financial Advisor’s toolkit

Seasoned and up-and-coming Financial Advisors can take advantage of an affordable, pre-set retirement plan option for their clients. You still get options such as Safe Harbor Match, Non-Elective Contributions, and Profit Sharing at an affordable rate.

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Alternative to a state-run plan

Our 401(k)Fit offers more flexibility and control as a great alternative to a state-sponsored retirement plan.

More cost-friendly and less hands-on

Our 401(k)Fit plans are perfect for the financial advisor who isn’t looking for our high-touch, high responsive offerings such as our standard 401(k). Less customization, better pricing.

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What You'll get from our Team

Preset Plan Designs

Safe Harbor Match, non-elective contributions and/or Profit Sharing, preset contribution amounts based on annual revenue, 100% of contributions vested, pre-tax and ROTH deferral options.

Plan Installation

Streamlined installation approach, Initial Plan and Trust Documents, Adopting Resolution, Summary Plan Description (SPD), Participant Loan and/or QDRO Procedures, and more.

Annual Administration

Valuation with deposit summary, Summary Annual Report, 5500 completed for execution and filing, Balance Sheet and Statement of Income and Expense, preparation of Form 5500 series, and more.

More Affordable

The affordability of a pre-design sets it apart from other offerings. Less complex and less costly.

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