A written fee comparison
Review administrative and investment costs alongside your current arrangement. Any savings depend on the written terms and scope.
401(k) plans for business owners
A 401(k) for your team.
Explore retirement benefits with a clear view of costs, investment choices, and who does what.
Alooola and its advisors, as mentioned in
- Yahoo Finance
- Bloomberg
- Morningstar
For the business
Know what you’re choosing.
A useful proposal brings the cost, the employee experience, and the work into focus.
How it worksInvestment choices
Discuss managed and self-directed options, the available investments, and how contributions reach employee accounts.
Clear responsibilities
Know which providers handle design, setup, payroll, and ongoing requirements, and what remains with you as the employer.
For your employees
Part of their financial life.
Investments, spending, and retirement planning in a connected experience. Ask which features are available with your plan.
- Managed or self-directed investing
- Spending tools
- Retirement projections
The next step
A considered process.
01
Review
Compare the costs and service scope of your current and proposed plans.
02
Design
Discuss plan options, your workforce, payroll compatibility, and provider responsibilities.
03
Coordinate
Agree on enrollment, employee communication, and the schedule for ongoing reviews.
Start with your current plan.
Tell us about your business and the questions you want a proposal to answer.