Launch Your First 401(k) with Confidence
If your business is launching its first 401(k), you may qualify for up to $16,500 in federal tax credits over the first five years. At Allied Wealth Planners, we help you take full advantage of these savings while delivering a smooth, compliant rollout. Our goal is to make retirement planning approachable, affordable, and aligned with your long-term business goals.
Why Work With AWP?
Starting a 401(k) can feel overwhelming, but it doesn’t have to be. At AWP, we specialize in helping small businesses launch retirement plans with clarity and confidence.
Here’s how we support you every step of the way:
Clear Setup and Fees
- We offer simple, transparent pricing with a one-time setup fee and predictable quarterly costs—no surprises, no hidden charges.
Tax Credit Optimization
- We help you take full advantage of available federal credits, including startup credits, auto-enrollment incentives, and employer contribution credits.
Compliance and Documentation
- We handle plan design, ERISA and Safe Harbor compliance, and all required documentation, keeping your business protected and up-to-date.
Ready-to-Use Investment Lineup
- We offer a curated selection of investment options that support auto-enrollment, enabling your employees to start saving with confidence.
Engagement and Education
- From enrollment meetings to ongoing employee communications, we make sure your team understands the value of the plan and how to get the most from it.
Who This Plan Is For
Businesses launching a 401(k) for the first time.
Employers with 2–100 employees.
Business owners looking to reduce out-of-pocket costs through federal tax credits.
Companies seeking hands-on guidance through setup, compliance, and rollout
Easy Plan Setup
Full plan documentation, design, and Safe Harbor compliance handled by AWP.
Employee Auto-Enrollment Support
Includes tailored investment education and communication materials.
Ongoing Team Engagement
Support with onboarding, questions, and clear participant guidance.
Annual Plan Reviews
Covers tax credit usage, participation rates, and fee transparency.
Ready to launch your 401(k) the right way?
Start the conversation today and see how a Start-Up 401(k) can help your business and your team plan for the future.
Related Plans
401(k) Plans for Businesses
Designed for businesses with existing plans of $250,000 or more. These retirement plans offer flexibility, clarity, and cost-effective solutions tailored to your team’s needs.
SIMPLE IRA for Small Employers
A cost-effective retirement solution for small businesses. This plan offers valuable benefits for your team with minimal administrative effort.
Solo 401(k) for Self-Employed Individuals
A high-impact savings option for independent earners. This plan offers control, flexibility, and higher contribution limits to help you build your future with confidence.
Let’s Get to Work
No matter where you are in your financial journey, we’re here to help you move forward with confidence. Start the conversation today!