ADVISORY SERVICES

Company 401k Plan

Link Financial Advisory helps businesses design 401k plans that employees understand, use, and appreciate. We focus on plan structure, education, and tax benefits so your team can build real retirement security while your company stands out as an employer of choice.
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Company 401k Plan
Employer match and vesting design
401k plan setup and provider coordination
Investment lineup and default option selection
Employee education on contributions and rollovers
Loan and hardship withdrawal policy guidance
401k tax planning for owners and key employees

Turn your company 401k into a benefit employees rely on

A company 401k plan is often the primary way your team builds retirement savings, so the structure and communication around it have real, long lasting consequences. When contribution limits, matches, and investment options feel confusing, employees underfund their future and treat the plan as background noise. When the plan is clear, accessible, and easy to enroll in, every paycheck becomes a meaningful step toward retirement security and employer contributions feel like real, visible compensation.

For business owners, a well designed 401k can also be a powerful planning tool. It can help reduce current taxes, support your own retirement goals, and position your company as a serious, long term employer rather than a place people pass through. The key is aligning what the business can reasonably fund with what employees need, then wrapping that structure in straightforward education so people actually use it.

A strong 401k plan becomes a core piece of your overall compensation strategy instead of a line item that no one fully understands.

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Company 401k Plan
BENEFITS

Plan structure employees understand

We help you design eligibility rules, match formulas, and default investments that are easy to explain and simple to act on, so employees know exactly how to enroll, how much to contribute, and how to capture the full value of your match.
Company 401k Plan
BENEFITS

Contribution and savings guidance

We provide clear, practical guidance around contribution rates, IRS limits, and pre tax versus Roth choices, so employees can see how small changes in savings today translate into real progress toward retirement over time.
Company 401k Plan
BENEFITS

Provider and fee oversight

We review providers, fee structures, and investment menus to help ensure your plan stays competitive, transparent, and aligned with your workforce, so the dollars you and your employees contribute are working as efficiently as possible.

Empower your workforce and support retention with financial security

A thoughtful 401k plan can do more than tick a box on a benefits checklist. When employees understand how the plan works and see an employer match hitting their statement every pay period, they feel supported in building a future, not just working for a paycheck. That sense of long term security often reduces day to day money stress, which affects everything from focus at work to how long someone chooses to stay with your company. A clear, well funded 401k becomes part of the story people tell about why they joined and why they stay.

Over time, a strong 401k also shapes your reputation in the market. Candidates talk to current employees, read reviews, and compare benefits when weighing offers. When they hear that your plan is easy to use, the match is meaningful, and questions are answered in plain language, it sets you apart from employers who have a plan on paper but provide little real support.

Internally, pairing the 401k with financial wellness education helps employees make confident decisions about savings, loans, and rollovers, which leads to fewer costly mistakes and a more stable, engaged workforce. In that way, your 401k becomes both a financial tool and a cultural signal that you are invested in your people for the long term.

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Company 401k Plan

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