Workforce
Headcount, payroll, locations, eligibility, and ownership.
401(k) and retirement
Find the 401(k) path that fits your workforce and goals.
A useful first review starts with headcount, payroll, ownership, current coverage, and the reason the business is considering a change.
This funnel organizes fit and next steps. It does not project returns, tax outcomes, or investment performance.
The problem
Plan design starts with the business goal, not a product list.
Recruiting, owner participation, employee access, administration, and state requirements can lead to different plan structures and review needs.
- Candidates or employees ask for a retirement benefit
- The business received a state-program notice
- The current plan or provider needs review
Your starting point
Start with the workforce and the reason for the plan.
The first review qualifies the consultation while keeping regulated projections and advice outside the website.
Focused reviewThree areas
Current position
No plan, state program, existing plan, or provider review.
Business goal
Recruiting, participation, administration, or owner planning.
The next decision
Move into the right retirement-plan conversation.
The fit summary prepares a plan consultation without presenting return estimates, tax outcomes, or investment recommendations.
Review my starting point