Big business perks just for small guys – Intuit 401(k) gives you all the benefits of a big business retirement plan and handles the administrative tasks for you. The best part is we keep it affordable for small businesses like yours, and provide easy online access.
Like having your own HR department.
We take the calls, do the paperwork, and file the IRS forms. Morningstar Investment Services even advises your employees on investment strategies, so you don’t have to worry about that either.1
Fits your small business budget.
Our flat price service fees mean you pay us for the work we do, not the assets you invest with us. It’s one of the main reasons Intuit 401(k) is the most affordable plan for a small business.
Maximize tax benefits.
A 401(k) gives you maximum contribution amounts along with the best tax advantages for your business and your employees. Compared to other retirement options, like an IRA, the 401(k) is the best way to save for retirement.
Keep your talented employees.
Losing key people is a headache for any small business. Offering a 401(k) is one of the most popular and effective incentives to keep your employees.2
Morningstar selects the funds.
Morningstar Managed Plan Solutions (MPS) features five preselected, risk-based portfolios (conservative through aggressive) which help you and your employees properly diversify your accounts.1
Minimize the hassle of re-entering payroll data.
Simply gather and submit payroll data into your
401(k) site and we take it from there.
Get online access to 401(k) accounts.
Both you and your employees have easy online access to a website for managing and making changes to your plan anytime, anywhere with an Internet connection.
U.S.-based support for your questions.
If you or your employees have 401(k) related questions, our expert support representatives are there for you.
What you’ll need to do to run your plan:
1. Sign up
- Sign up and set your plan’s details in just 10 minutes
- Sign and return the required documentation
- Schedule and complete the brief Plan Sponsor training
2. Set up
- Gather and submit plan participants’ census information through The Online 401(k)
- Collect participants’ enrollment forms with their contribution data
- Submit your payroll data to The Online 401(k)
3. Manage
- Review compliance deadline alerts and more via your monthly Vitamin(k) newsletter
- Distribute annual plan statements to participants
- Submit data to The Online 401(k) so they can handle Department of Labor filings for you
or speak with a Retirement Plan Consultant at 855-705-7253
©2011 Morningstar Investment Services, Inc. All rights reserved. The Morningstar name and logo are registered marks of Morningstar, Inc.
1 Morningstar Managed Plan Solutions is offered by Morningstar Investment Services, Inc., a registered investment advisor and wholly owned subsidiary of Morningstar, Inc., and is intended for citizens or legal residents of the United States or its territories. All investment advisory services available with respect to Intuit 401(k) are provided by Morningstar Investment Services, Inc.
Morningstar, Inc. and/or its subsidiaries are not affiliated with Intuit, Inc. or its affiliates.
2 Grant Thornton, Use of employer matching contributions in 401(k) plans – Follow-up survey, Feb. 2010
