Start your company's 401(k) online, on your schedule.
Answer a few quick questions, create your secure account, and your plan setup begins on an award-winning recordkeeping and administrative platform* with our advisory pricing already applied. Rather talk it through first? Book a 30-minute consultation instead.
Switching a plan with $250K or more in assets? Schedule a consultation instead.
How It Works
A few quick questions. Then your secure account.
The questions shape your plan design. The last step creates your secure login on the recordkeeping platform. Your setup link carries our advisory pricing, so there is nothing to look up or enter.
1
Tell us if you have a plan todaySwitching from another provider? The platform guides the transition. No plan yet? You start a new one.
2
Choose your team sizeJust you (and a spouse) for a Solo(K), or your employee count for a company plan. More employees means a few more plan design questions.
3
Solo owners: share your hiring plansIf you expect to hire within a year, a plan built for employees from the start can save a redesign later.
4
Create your secure accountEmail, company name, contact name, phone, and a password, entered directly on the recordkeeping platform for the plans we advise.
Choose Your Path
Start online, or start with a conversation
Start Online
A new plan, or a switch with less than $250K in plan assets
✓Company plans and owner-only Solo(K) plans
✓Switching providers with less than $250K in plan assets
✓Our advisory pricing applied through your setup link
Starting a new plan or switching one under $250K? Start online now with our advisory pricing already in place. Switching a larger plan, or want to walk through plan design first? Book 30 minutes with us. See pricing or payroll integrations.
*The award-winning recordkeeping and administrative platform referred to on this page is 401GO, operated by 401GO, Inc. Start My Plan Setup opens its secure signup in a new tab, your plan account is created there, and the setup link applies Sollinda Capital Management's advisory pricing. "Award-winning" refers to two sets of awards. NAPA Advisors' Choice Recordkeeper: issued by the National Association of Plan Advisors for the 2022 through 2026 award years, based on voting among retirement plan advisors (2026: a Top Recordkeeper in six categories, Small and Micro plan market). G2: issued by G2.com, Inc. for the Summer 2025 award period, based on verified user reviews; in some cases G2 offers reviewers a nominal gift card. These awards rate the platform's software and service. They are not ratings of Sollinda Capital Management, J. Andy Ingram, or any advisory service, and they do not guarantee any outcome. Neither Sollinda Capital Management nor J. Andy Ingram paid any compensation to NAPA, G2, or 401GO in connection with these awards, and neither received any compensation from 401GO in connection with them.
Advisory services are provided by Sollinda Capital Management, an SEC-registered investment adviser; registration does not imply a certain level of skill or training. Please review our Form CRS before you begin.