Order a New or Conversion Small 401k

New

Use this form if No Fees 401k will be your company's first 401k.

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Conversion

Use this form if you are requesting we convert an already-existing 401k plan into a No Fees 401k.

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One Person

Use this form for a new one-person (plus spouse) No Fees 401k.

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No money due at this time: The order fulfillment process

Submit a completed No Fees 401k order form, but pay nothing until after you speak with one of our representatives and have all your questions answered.

Pay the one-time-only No Fees 40k setup fee and we prepare for your approval 'signature-ready' IRS-approved 401k prototype documents. Upon payment of your first year No Fees 401k license we initiate the set-up your company's self-directed 401k brokerage accounts and your new online 401k. After these steps are completed, we will schedule training for your company’s 401k plan sponsor.

Experienced, professional help with designing your 401k plan and completing your order form

Please call us any weekday during normal business hours (Eastern Standard Time) at 800-660-0050 if you need help with completing your order form.

We promise to keep your information confidential, and we never share information with any outside third party.