401(k)
Individual 401(k) for business owners with no full-time employees
Profit Sharing
Davis-Bacon Construction, Contractor and Service Retirement Plans
Defined Benefit
412(i)
529 plans

Welcome to 401k MATRIX, partner for 401(k) and Profit Sharing plans solutions. 401k MATRIX provides 401(k) and Profit Sharing plans for employers. We take care of the whole product matrix search, sales, proposal, implementation, installation, and service process. When your client turns to you for advice regarding 401(k) and Profit Sharing plans compliance, you can feel confident in presenting to them the benefits of utilizing 401k MATRIX.

401k MATRIX's system is the easiest to use because we do everything. Our service includes, but is not limited to the following:

• the proposal
• plan design
• sales using a combination online/conference call presentation
• implementation
• installation
• service

WHEN IT COMES TO THE PENSION MARKETPLACE WE DELIVER THE BEST PRODUCT SOLUTION TO YOUR CLIENTS!

If you would like to provide a 401(k) or other qualified plan quote for your clients and begin earning commissions through your client relationships, please click NEXT

If you would like fees and to apply for an Individual 401(k) plan for business owners with no employees, please click HERE for the PDF form.

If you would like an example of how to fill out the application, please click HERE.