Features & Benefits Pricing Demo Sign Up
Easy and
surprisingly affordable
Now it’s easy to save for retirement
The Intuit 401(k) plan makes it easy to offer a high quality retirement plan without a big investment.

Intuit, the maker of QuickBooks and TurboTax, is now bringing affordability and ease to retirement plans.

Surprisingly affordable
  • Plans start at just $75/mo.
  • Great potential tax benefits
  • Investment funds have low fees – keep more of what you earn for retirement
  • Matching contributions are optional
  • Learn more
Investments by Morningstar Investment Services (MIS)
  • Fund choices selected and monitored by MIS
  • Low fees on assets help employees keep more of what they earn for retirement
  • Our risk tolerance questionnaire helps employees choose investment funds that match their risk comfort levels
  • Learn more
U.S.-based support, easy online administration
  • Direct access to account information for both you and your employees
  • Easy online administration and support
  • U.S.-based Client Relations Representatives available to answer questions

Key plan features

With most other 401(k) plans, you have to make a series of important plan design choices, often without expert advice. With the Intuit 401(k) you can relax: plan features have already been chosen to maximize satisfaction and minimize hassles.

Contributions can begin Immediately
Employee contributions permitted Pre-tax only
Safe Harbor (employer contributions) Optional
Discretionary profit-sharing formula Allocated pro-rata based on compensation
Vesting Full & immediate for all contributions
Loans Allowed
In-service withdrawals Available to participants over age 59½


Get Started in 3 Easy Steps

1. Online signup
Our signup wizard makes it easy to enter your information.

2. Documents
We’ll send you some documents to sign and return.

3. Tour & training
One of our specialists will activate your plan and give you a tour of your 401(k) site. You’ll get all the training you need.
It’s that easy!
We make it simple for you to set up your Intuit 401(k) plan. Get started now

Talk to a
401(k) consultant
Call us at 877.707.4015 or send an e-mail.
Free 401(k) Guide
& Instant Quote
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understanding 401(k)
retirement plans, along with
an instant quote.

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Is this plan right
for my business?
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