- Automated 401(k) administration, payroll sync, and recordkeeping
- Automated signup and onboarding for new and existing 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
- 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)
"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