Sign Up

You’ve done your homework. And, you’ve reviewed all the options. Now it’s time set up 401(k) plans for your clients. To begin, create an account below. Then, follow the prompts to create an account for a client.

  1. Provide some basic info about your company, so that we have accurate information to set up your Solo/Owner 401(k) or Safe Harbor 401(k) Plan document.
  2. Review and electronically sign the contract.
  3. Pay for your plan document by credit card.

To start, register to use our website. You will then follow the steps on the following screens to set-up your plan! You can always save and return if you need; just click Login when you’re ready to finish.

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