There are additional benefits to setting up your small business 401(k) with Generational Wealth Planning. We will work with you, the office manager, or bookkeeper to establish a customized plan suitable for the business. We guide you on which plan features to add, such as vesting schedule, matching and non-matching contribution options, auto-enrollment, and Roth 401(k).
After the setup of the plan everything is managed through the easy-to-use interface portal with 401GO. We will help you gather employee information to begin enrollment process. That information may be able to feed through your payroll provider to make the process that much easier!
We even setup an initial employee education meeting, along with annual meetings to educate your employees on the features and benefits of the plan. GWP conducts regular reviews of your plan to ensure it remains competitive in pricing and features.