Customized Plan Logo

Full featured 401(k) plan to meet your needs

The ShareBuilder Customized 401(k) is a flexible 401(k) that allows you to build a retirement plan that specifically meets the business needs of your company. With the Customized 401(k), you can design a simple plan that only allows employee contributions or you may choose to build a plan that matches employee contributions and/or allows employees to share in profits.

A full-service retirement plan that can be customized for small businesses

  • Provide a retirement benefit to your employees while saving money with an affordable 401(k) plan
  • Focus on running your business with our convenient, low maintenance plan
  • Get started quickly with fast online plan setup
  • Receive a deduction from taxable business profits for contributions
  • Become eligible for a tax credit of 50% ($1,000 maximum) of the administrative costs in the first three years of the new plan (for businesses with fewer than 100 employees)
  • Determine the profit-sharing funding you want
  • Contribute at the maximum rate while retaining the flexibility to contribute at a lower rate in other years
  • Customize a plan to suit your business with our flexible plan design
  • Automatic price discounts as your plan grows

Next Steps

Watch a Demo »

Receive a Quote »

Get a 401(k) Overview »

Speak with our 401(k) Consultants today at:
800-943-6108 x1