Services

Captain401 was built to make retirement plans easy for employees and employers alike.
We'll walk you through what each of the features and services below entails and can help you decide what's best for your company.

For Employers

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  • Automated 401(k) administration and payroll sync
  • Automated signup and onboarding for new and exisiting employees
  • IRS Form 5500 and plan document preparation and filing
  • Participant disclosures, QDIA, and annual plan notifications
  • IRS non-discrimination testing and monitoring
  • Dedicated account manager
  • Flexible plan design and options: Safe Harbor, profit-sharing, Roth & Traditional, 403(b), vesting, automatic enrollment, eligibility, discretionary match, etc.
  • Seamless conversion process for existing 401(k) plans

For Employees

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  • Check your balance or change your contributions online at any time
  • Automated investment advising and portfolio rebalancing
  • Free incoming and outgoing qualified rollovers
  • Access to low-cost index funds and 30,000+ fund options from Charles Schwab, Vanguard, BlackRock, Fidelity, etc.
  • Financial literacy training and resources
  • Ongoing email and phone support
  • Support for loans and hardship withdrawals
  • 3(38) or 3(21) fiduciary status to protect your assets

Questions? We’d be happy to help! Schedule a demo today.


A friendly, full-service 401(k)

Tasha Milliner, People Operations Specialist at Checkr

"We were looking for a 401(k) HRIS that was easy to set up, and simple and effective for our employees to self-manage. With Captain401, we found that, plus more. They have an amazing support team."

Tasha Milliner, People Operations Specialist at Checkr

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