White-Glove Onboarding of Your Plan

A ShareBuilder 401k customer success manager will work with you and the recordkeeper conversion team to coordinate and manage the transfer from your existing service provider. Depending on your business size and if you are converting an existing plan, this process can take between 5 and 60 days to complete. Getting your company's 401(k) plan up-and-running is started online. After completing the online purchase, it’s time to complete the online plan feature selection process and then either upload or enter your employees' information.

Full Service

Full Service and Digital Tools Built to Serve You

Our service team is made up of skilled consultants, client and relationship managers, advisors, and investment managers who bring decades of experience to every ShareBuilder 401k plan. All plans—from start to finish—should be accessible in whatever form fits the client’s needs. We aim to keep the process modernized with the use of mobile-optimized websites, financial calculators, and in-person meetings.

Bundled Administration Helps Your Plan Run Seamlessly

We bundle our investment expertise with two top independent recordkeepers. These companies specialize in 401(k) recordkeeping, program management and plan administration. Together with the recordkeeper, we proactively work to identify and improve your 401(k) program. In addition, these recordkeeping platforms integrate with top payroll providers which can save you more time and effort.

We Can Help You Compare Plans

If you want some guidance in determining whether your plan makes the most financial sense for you and your employees, we can help by reviewing your costs and even forecasting the impact.

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