We’re your 401(k) experts from set-up to retirement. Let us get your 401(k) up and running, including the enrollment and administration, so you can stay focused on your business.
You don’t need to be the expert.
With most other retirement plans, you’re required to make critical decisions that may significantly impact your employees’ retirement futures.
If you don’t want to deal with selecting from thousands of available funds, continually monitoring your selections, educating your employees, and filing the necessary forms with IRS, then let us do those things for you.
We make retirement planning easy.
The Intuit 401(k) eliminates this burden by giving you and your employees appropriate fund choices, carefully selected and monitored by Morningstar Investment Services’ Morningstar Managed Plan SolutionsSM.1
We take care of it all. Period.
Taking care of you and your employees’ retirement futures is our top priority. We handle all the paperwork, administrative details and hassles for you:
- • Enrollment meetings, signup packets and plan documents
- • IRS Forms 1099 and 5500
- • Investment education and policy statements
- • On-demand quarterly plan reports
- • Password-protected online 401(k) account access
- • Administrative email alerts
U.S.-based support for your questions.
You get simple online administration and U.S.-based support for both you and your employees.
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 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.
