How It Works

From InterestTo Funded Account.

A clear path from picking a plan to putting money to work, with a team that stays with you the whole way.

Plan Selection

Choose Your Plan

Tell the team your goals and how you earn. We confirm whether a Self-Directed 401(k) or IRA fits, or help you compare the two.

Eligibility Confirmation

For a 401(k), we review your business and participant eligibility. For an IRA, we review your existing accounts and funding source.

Signup & Payment

Submit your plan-setup request and complete payment to formally start your account.

Setup

Your team prepares the plan documents and coordinates account opening with your chosen provider.

Funding

Fund your account through a rollover, transfer, or new contribution, ready to invest in what you understand.

What To Expect

01
What You'll Need
Basic identification, business details if applicable, and your funding source.
02
What's Included
Plan documents, account setup coordination, and team support through your first transaction.
03
Typical Timeline
Most accounts are established within a few weeks of completing your paperwork.

A More Independent Tomorrow

Your goals deserve more than a standard plan. Open a plan and put your retirement money to work.