A Simple 6-Step Roadmap for Business Owners
❦This is a guided process — not a one-and-done meeting.❧
We learn about the business, the owners, the employees, and the goals for the plan.
Typically involved: Business owner(s) + advisor
We coordinate with the CPA and payroll team to confirm employee classification, payroll setup, and the information needed for the employee census.
Typically involved: Owner(s) + CPA + payroll contact + advisor
We review plan options, estimated costs, contribution choices, and the structure that best fits the business.
Typically involved: Owner(s) + advisor + provider / TPA
Once the plan is approved, the paperwork, plan documents, payroll connection, and account setup begin.
Typically involved: Provider / TPA + payroll team + owner(s) + advisor
Employees are introduced to the plan, shown how it works, and guided through enrollment.
Typically involved: Employees + advisor + provider
The plan is reviewed over time through education, participation support, and ongoing service meetings.
Typically involved: Owner(s) + advisor + provider
Set For Life · Educational overview