with an Intuit 401(k)
Intuit, the maker of QuickBooks and TurboTax, is now bringing affordability and ease to retirement plans.
| Surprisingly affordable | |
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| Investments by Morningstar Investment Services (MIS) | |
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| U.S.-based support, easy online administration | |
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Relax with the Intuit 401(k)
Most other 401(k) providers confront you with a series of confusing plan design choices. With the Intuit 401(k), you can relax. Our plan was designed to meet the needs of small businesses.
| Feature | What’s included in Intuit 401(k)? |
|---|---|
| Immediate contribution What's this? |
You and your employees can start saving immediately. |
| Safe Harbor What's this? |
Optional; Choice available during setup. |
| Profit-sharing What's this? |
Allowed. Profit-sharing amount, if any, is chosen after the end of each year. |
| Vesting What's this? |
Employees have immediate access to all 401(k) contributions. |
| Loans What's this? |
Allowed |
| In-service withdrawals What's this? |
Allowed |
| Employer contribution What's this? |
Employer contributions are available through the Safe Harbor or Profit-sharing options. |
Get started in 3 easy steps
1. Online signupIt’s that easy!
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.
We make it simple for you to set up your Intuit 401(k) plan. Get started now
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Immediate contribution
What your employees choose to take out of their paycheck, pretax, and put in their 401(k) savings account.
Safe Harbor
By adding a 4% employer matching contribution under Safe Harbor, you automatically pass all compliance tests for the highest paid employees, regardless of how many other employees participate and how much they contribute. This is a good choice for companies with some highly paid employees who want to maximize contributions.
Profit-sharing
Contributions made by the employer on behalf of their employees. These contributions are not required. Contributions must be based on the same percentage of pay for all eligible participants in the plan.
Vesting
The amount of time an employee must work for a company to have full access to his or her retirement savings.
Loans
Allows employees to take a loan out of their 401(k) accounts.
In-service withdrawals
Withdrawals made while one is an active employee at a company. The only withdrawals that an active employee can make, penalty free, from his or her Intuit 401(k) account is if the employee is older than 59 ½.
Employer contribution
A contribution by an employer to an employee’s savings account.
3 Months Free Offer Details
To get 3 months free, you must sign up for Intuit 401(k) on or before March 31, 2010. Your valid credit card will be charged the initial setup and first month fee on the day you sign up. Your fees for the 2nd, 3rd and 4th months after the effective date for your Intuit 401(k) will be waived. Your monthly fees will restart the beginning of the 5th month.
© 2012 Intuit Inc. All rights reserved. Terms and conditions, features, support, pricing and service options subject to change without notice.
