Small Business 401k Plans Made Simple

By CB Mason

As a small business owner, you are juggling multiple tasks at once. The last thing you want draining your time and money is a complex retirement plan for you and your employees. Historically, 401k plans have been too confusing, burdensome, and expensive for the vast majority of small businesses. Headwater Investments is partnering with Guideline to provide an accessible 401k plan that is simple to use and low cost without sacrificing consultant-level service. Find out how we can do the heavy lifting for you.

Fast, Easy, and Flexible

• Design your plan in just 20 minutes
• User-friendly dashboard syncs directly with payroll system
• Auto-Enrollment in Safe Harbor Plan plus optional ROTH 401k

Low Cost & Low Time Commitment

• $49 per month + only $8 per enrolled employee
• Streamlined reporting and government filings
• Employer tax-advantaged through the SECURE Act

Access to dedicated retirement advisors

• Professionally-managed portfolio with a trusted custodian
• Private meetings for employees to personalize to their needs and goals
• Advisor-led presentation to educate your employees

The deadline for setting up plans for 2022 contributions is November 15^th, so call 503-565-2100 today for more information.