Secure Your Future with a 401k Plan

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Yellowbrick Financial

Help Your Employees Build a Retirement Fund

At Yellowbrick Financial, we offer a range of 401K options. Our plans are easy to set up and manage, allowing you to focus on running your business while we handle the details. By partnering with us, you can ensure that your employees have access to top-tier retirement planning services, empowering them to take control of their financial futures.

 
 
  • Flexible Coverage for a Specific Period
  • Lifelong Protection and Cash Value
  • Customizable Coverage with Investment Options
401K Popularity

Key Factors Driving High 401(k) Participation Rates

These compelling statistics underscore the importance of well-designed 401(k) plans in encouraging employee participation and promoting long-term financial security.

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  • Instant preview and publishing
  • Intuitive drag-and-drop functionality
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Employer's Match

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Participation Rate

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Automatic Enrollment

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Save for Retirement

For Your Employees

Discover the Benefits of a Traditional 401(k)Plan for Your Business

Offering life insurance as part of an employee benefits package can help employers attract and retain top talent by demonstrating their commitment to their employees' well-being and financial security.

For Your Employees

Unlock Retirement Savings Potential with the Solo 401(k) Plan

As an individual proprietor or self-employed professional, the Solo 401(k) plan offers a range of benefits to help you secure your financial future.

  • 1. Tax advantages for contributions and potential for higher contribu
  • Lifelong Protection and Cash Value
  • Customizable Coverage with Investment Options
1000+ Insured Famlies

What our Clients Say About Us.

The best way to showcase our commitment is through the experiences and stories of those who have partnered with us.

Help Center

Frequently asked questions

Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.

A 401K is a retirement savings plan sponsored by an employer. It allows employees to save and invest a portion of their salary before taxes are taken out.

To enroll in our 401K Plan, simply contact our team and we will guide you through the process.

Our 401K Plan offers tax advantages, employer matching contributions, and the opportunity to grow your retirement savings over time.

Vesting refers to the ownership of employer contributions to your 401K Plan. It determines how much of the funds you are entitled to if you leave the company before retirement.

At Yellowbrick Financial, our experienced agents are here to guide you through the process of setting up a 401(k) plan for your business. We'll work with you to select the right plan type, compare top providers, and establish your plan, including determining employer contributions and assisting with employee communication and enrollment. Our team will be your ongoing partner in managing your 401(k) plan, ensuring compliance and optimal performance.

Start Investing for Retirement Today

Talk with a Yellowbrick Financial agent to learn the basics of investment strategies and make informed decisions for your future.