Best 401(k) Software in 2024 — B2B Software Guide

8.4

★★★★★

Guideline

Guideline is an all-inclusive 401(k) plan for businesses that's easy for employers to set up and easier for employees to enroll.

Super easy system that is a delight to use! - Emily T.

Ease of use

8.8

Support

8.3

Ease of Setup

9.7

Languages supported: English

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10.0

★★★★★

ForUsAll is a 401(k) advisor platform for small and medium sized businesses. We combine automated retirement plan administration, regulatory compliance, investment management, and personalized employee communications with high-touch advisory services, reducing the work and increasing the benefits to sponsors and their employees.

Super easy to use! - Mike B.

Ease of use

Support

Ease of Setup

Languages supported: English

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8.6

★★★★★

Ubiquity Retirement

Ubiquity Retirement + Savings is dedicated to making sure your small business 401(k) plan is tailored to meet your retirement goals. Our mission is to empower small businesses and their employees to create a more secure financial future and peace of mind, by leveraging technology with affordable, easy-to-administer retirement solutions, and world-class customer support.

Real Professionals - Perfect for Small Business Owners - Anna M.

Ease of use

Support

Ease of Setup

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8.0

★★★★★

Betterment

Betterment is an independent online financial advisor. Betterment gives personalized, fiduciary advice for retirement planning, building wealth, and other financial goals. Then, invest money, working to lower taxes and increase long-term returns.

Can't imagine using a traditional custodian for investment management - Justin C.

Ease of use

Support

Ease of Setup

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8.6

★★★★★

Human Interest

Human Interest makes it easy to offer a 401(k). With automated administration and built-in investment advising, we make it affordable to help your employees plan for their futures.

Simple integrated 401(k) solution - Caroline B.

Ease of use

9.2

Support

8.3

Ease of Setup

9.3

Languages supported: English

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10.0

★★★★★

401GO

401GO makes retirement plans simple to manage and affordable for businesses of all size. We make 401k administration easy and efficient with our automated and comprehensive platform. Everything from record keeping, notifications, compliance, testing and day to day administration are all automated so businesses owners and administrators can focus on running their company while still providing an amazing retirement benefit that will attract and ...

Easiest 401(k) set up ever! - Jordan D.

Ease of use

Support

Ease of Setup

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