NexGen Wealth Management

888.548.5891

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  • 401K
    • 401(K) Resources
    • 401(K) Team
    • 401(K) Starter Kit
    • 401(K) Quiz
  • Free Tools
  • What We Do
  • The Client Experience
  • Meet Our Team
  • Contact Us
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  • More
    • Home
    • 401K
      • 401(K) Resources
      • 401(K) Team
      • 401(K) Starter Kit
      • 401(K) Quiz
    • Free Tools
    • What We Do
    • The Client Experience
    • Meet Our Team
    • Contact Us
    • BrokerCheck
    • Careers
NexGen Wealth Management

888.548.5891

  • Home
  • 401K
  • Free Tools
  • What We Do
  • The Client Experience
  • Meet Our Team
  • Contact Us
  • BrokerCheck
  • Careers

401(K) Plan Starter Kit

HOW TO START A 401K PLAN FOR YOUR BUSINESS

Step 1

Step 1

Step 1

Schedule a Free Consultation


During the consultation, our team of 401(K) advisors will help answer your questions, understand your business needs, and help you narrow down your options.



Step 2

Step 1

Step 1

Review Customized Plan Proposal


Review up to 3 different proposals and select one that works best for your organization's goals and budget. 




start a conversation

Step 3

Step 1

Step 3

Implement your plan with a dedicated implementation team


Whether you are starting a new plan or transitioning an existing plan, work with a dedicated and experienced implementation team to make sure your plan is up and running seamlessly.

Why Work with Us

Hassle-Free Administration

Plan and investment guidance

Plan and investment guidance


  • A wide range of retirement plan options
  • A Do-It-For-You or guided approach to plan management
  • A human single point-of-contact for all plan needs
  • Filing of all annual government paperwork

Plan and investment guidance

Plan and investment guidance

Plan and investment guidance

 

  • Team of dedicated advisors who specialize in 401(K) plans
  • Designs to maximize performance
  • Ongoing one-on-one financial guidance for plan participants

Compliance

Participant Education

Participant Education

 

  • Adherence to the fiduciary standard
  • Coordination of adherence to all Department of Labor and IRS guidelines
  • Creation and maintenance of a fiduciary review file

Participant Education

Participant Education

Participant Education

 

  • On-site educational workshops for your employees
  • On-demand and monthly webinars
  • One-on-one meetings with each participant to review their financial goals and objectives

How We Do It

We Do It For You

Proactive Guidance

Proactive Guidance

We know you have a business to run. That’s why our solutions focus on doing everything we can for you. When we can’t do it for you, we’ll be there every step of the way to do it with you. 

Proactive Guidance

Proactive Guidance

Proactive Guidance

 We are proactive partners that aim to solve problems before they exist. We’ll work with you to build the best program possible and provide ongoing one-on-one financial guidance to help you and plan participants achieve a successful retirement.  

Human Touch

Flexible Solutions

Flexible Solutions

 Put simply, we aren’t a robot. So when you and your participants need help, you are assisted by a human, not a chat bot. We proactively schedule plan review meetings and are your single point of contact for all of your needs.  

Flexible Solutions

Flexible Solutions

Flexible Solutions

 From 401(k)s and Solo(k)s to SEP and SIMPLE IRAs, we offer a wide variety of plans and servicing solutions that meet the unique needs of your business now and in the future.  

Contact Us

Drop us a line!

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Better yet, see us in person!

We love our customers, so feel free to visit during normal business hours.

NexGen Wealth Management

1930 S Brea Canyon Rd, #120, Diamond Bar, California 91765, United States

888.548.5891

Hours

Open today

09:00 am – 05:00 pm



achou@woodburyfinancial.net | 888-548-5891

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