
Make your retirement plan work smarter

State law requires that California employers, who don't already offer an employer-sponsored retirement plan and who have five or more employees, either sponsor a retirement plan or participate in CalSavers. All eligible employers are encouraged to join at any time prior to their registration deadline. Learn more
Start your 401(k) in a few easy steps
01
Provide company info
Enter the basics about your company: Payroll provider, bank details, and we’ll get you started.
02
Design your 401(k)
We’ll work with you to find the options that work best for your company.
03
Launch your plan
We’ll get you connected to your payroll provider, review plan design, and launch your 401(k).
401(k) in under 3 minutes
Expect less manual work, more accuracy, and flexible options that make managing retirement plans and fiduciary responsibilities easier. We’re here to provide:

Easy integration and payroll data exchange automation with any payroll company

Automated and personalized eligibility determination, plus participation and reporting services

Customer protection guarantee to safeguard personal and retirement savings info

Streamlined plan loan, QDRO, and hardship withdrawal outsourcing

Direct DOL feed for Form 5500 filing, plus comprehensive audit support

Responsive support through first-in-the- industry online chat
in the employer website




Let’s get started
Choosing the right retirement plan service provider, features, and investment options that fit the needs of every employee—as well as your organization’s budget—can be tough. We're here to help.