Small Company Employer 401(k) Planning


EZ K Plan™ is a full-service, one-stop 401(k) plan package designed specifically for the small company employer. Sponsoring a 401(k) plan requires knowledge of complex regulations and an understanding of investments. A company owner wants to outsource as much as they can to people they can trust at the most affordable cost. It is their retirement money in the plan as well so they do not want to see excessive plan costs shifted to employees or investments that trade off on what is best for the investment company verses best for the employee. EZ K Plan™ incorporates a best practice model of independent service component providers along with the efficiency¬†of the internet and personal consulting of market specialists.

EZ K Plan™ was designed by "experts" in the investment advisor marketplace who are looking for a low-cost, high-service level alternative to the internet only 401(k) solutions. We add the human aspect to give your clients a satisfying experience.