What We Do
We specialize in comprehensive 401(k) plans designed specifically for small businesses and independent professionals. Whether you’re looking to offer your employees a competitive retirement plan or ensuring your own financial future, we’ve got you covered. Our plans are flexible, affordable, easy to manaage, and, most importantly, are backed by a LIVE, attentive and professional team.
Who We Are
401(k) Simplified was founded by a team of seasoned financial experts passionate about making retirement planning accessible to everyone. With decades of combined experience in the financial industry, we’ve seen firsthand the obstacles small business owners face. We believe that everyone deserves the peace of mind that comes with a solid retirement plan, and we’re here to make that a reality for our clients.
How We Can Help
For Small Business Owners:
- Customized Plans: Tailor a 401(k) plan that fits your business size and budget, ensuring your employees have a solid foundation for their retirement.
- Simplified Management: Our streamlined platform makes it easy to manage your plan, from enrollment to adjustments, without the need for extensive financial knowledge.
- Compliance and Support: Navigate the complex world of retirement plan regulations with our expert guidance, keeping your plan compliant and your mind at ease.
For Solopreneurs:
- Individual 401(k) Plans: Discover the power of a solo 401(k), designed to maximize your savings with higher contribution limits and tax advantages.
- Flexible Investments: Choose from a wide range of investment options that align with your financial goals and risk tolerance.
- Personalized Advice: Get one-on-one guidance from our retirement planning specialists, helping you make informed decisions every step of the way.
