Get FREE Simple IRA and 401k Employee Retirement Plans Quotes from Multiple Companies

Small Business 401k Plans
  • Describe your needs, get matched with up to 5 retirement plan providers
  • Get quotes to switch providers or to start a new 401k or Simple IRA plan
  • It's FREE and easy to use.

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Create your 401k plans request for quotes:

Create your 401k plans Request for Quotes
[ Number of Questions: 9 ~ Average time to complete: 1 min ]
1) How many full-time, W2 employees do you currently have working at your company? [required]

(Answer with numbers only, -- e.g., 4, not four.)
2) Of the W2 employees indicated above, approximately how many are likely to participate in a new retirement plan? [required]
0-25%
26-50%
51-75%
76-100%
Not sure
3) Do you have a preference for a 401k plan or a Simple IRA? [required]
Yes - 401(k) plan
Yes - Simple IRA
Not sure, please help me select the most appropriate option

Please note: While there are pros and cons to each type of plan, in general 401(k) plans are more applicable for larger companies while Simple IRAs are suitable for smaller organizations. Suppliers responding to your request will be able to help you select the most suitable option if you are unsure.

4) Does your business currently offer a retirement plan? If so, what is the current value of the plan's assets? [required]
We do not currently offer a retirement plan
$0-99,999 in current assets
$100,000-499,999 in current assets
$500,000-999,999 in current assets
$1,000,000+ in current assets
Not sure
5) When do you plan on starting or rolling over your retirement plan? [required]
ASAP
In one month
In one to two months
In more than two month
6) What is the five digit ZIP code for your office location? [required]

Zip lookup for major cities

  • Albuquerque, NM - Zip: 87199
  • Arlington, TX - Zip: 76001 - 76019
  • Atlanta, GA - Zip: 30301 - 31199
  • Austin, TX - Zip: 73301 - 78799
  • Baltimore, MD - Zip: 21075 - 21298
  • Boston, MA - Zip: 02101 - 02297
  • Charlotte, NC - Zip: 28201 - 28299
  • Chicago, IL - Zip: 60601 - 60827
  • Cleveland, OH - Zip: 44101 - 44199
  • Colorado Springs, CO - Zip: 80901 - 80997
  • Columbus, OH - Zip: 43085 - 43299
  • Dallas, TX - Zip: 75201 - 75398
  • Denver, CO - Zip: 80002 - 80299
  • Detroit, MI - Zip: 48201 - 48288
  • El Paso, TX - Zip: 79901 - 88595
  • Fort Worth, TX - Zip: 76101 - 76199
  • Fresno, CA - Zip: 93650 - 93888
  • Honolulu, HI - Zip: 96801 - 96850
  • Houston, TX - Zip: 77001 - 77299
  • Indianapolis, IN - Zip: 46201 - 46298
  • Jacksonville, FL - Zip: 32099 - 32290
  • Kansas City, MO - Zip: 64101 - 64999
  • Las Vegas, NV - Zip: 89044 - 89199
  • Long Beach, CA - Zip: 90745 - 90899
  • Los Angeles, CA - Zip: 90001 - 91335
  • Louisville, KY - Zip: 40201 - 40299
  • Memphis, TN - Zip: 37501 - 38197
  • Mesa, AZ - Zip: 85201 - 85277
  • Miami, FL - Zip: 33010 - 33299
  • Milwaukee, WI - Zip: 53201 - 53295
  • Minneapolis, MN - Zip: 55199 - 55488
  • Nashville, TN - Zip: 37201 - 37250
  • New Orleans, LA - Zip: 70112 - 70195
  • New York, NY - Zip: 10001 - 10292
  • Oakland, CA - Zip: 94601 - 94666
  • Oklahoma City, OK - Zip: 73101 - 73199
  • Omaha, NE - Zip: 68046 - 68198
  • Philadelphia, PA - Zip: 19019 - 19255
  • Phoenix, AZ - Zip: 85001 - 85099
  • Portland, OR - Zip: 97200 - 97299
  • Sacramento, CA - Zip: 94203 - 95899
  • San Antonio, TX - Zip: 78201 - 78299
  • San Diego, CA - Zip: 92101 - 92199
  • San Francisco, CA - Zip: 94101 - 94199
  • San Jose, CA - Zip: 95101 - 95196
  • Seattle, WA - Zip: 98101 - 98199
  • Tucson, AZ - Zip: 85701 - 85777
  • Tulsa, OK - Zip: 74101 - 74194
  • Virginia Beach, VA - Zip: 23450 - 23479
  • Washington, DC - Zip: 20001 - 56920
NOTE: We only serve U.S. businesses at this time.
7) What is your e-mail address? [required]  

Why we need your email address
8) What type of investment options are you considering for your retirement plan?
(please check all that apply)
Not sure, please help me determine
Multiple mutual funds in one fund family
Multiple mutual funds in multiple fund families
Self-directed brokerage account
Other (please specify):
   
9) Please describe in detail any additional requirements you may have relating to your interest in employee retirement plans.

Note: There is a 1,000 character limit for this answer.
Serious requests only! You will receive your quote directly from our partner 401k suppliers via phone and/or email. Please respect the efforts of these suppliers by keeping them informed of your purchasing intent and timeframe.

You're almost done! If you have answered all of the required questions above, click the "Continue" button below to finish and send your request.
Do you have questions about using this form? Click Here.

Related Terms 403b Retirement Plan, 401k Administration, Employee Retirement Plans, 401k Employer Match, Employer 401k Plans, Understanding Retirement Plan Administrators, Retirement Plan Types, Roth 401k, Safe Harbor 401k, SEP IRA, Self-employed 401k
 
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