For Enterprise
A 401(k) that offers secure and flexible retirement solutions
Rigorous compliance, on-demand reporting on a modern platform with security and fiduciary support for all employees from your front line, part-time and C-suite executives.
We have a solution for all your employees
We offer support and education for all your employees from flexible investments through a self directed brokerage window to managed accounts to support long term portfolio growth.
Consumer-grade design
A 401(k) portfolio UI experience that employees can easily use to invest, track progress and manage contributions, on iOS, Android, and Web.
Diverse Universe of Investments
Target-Date Funds and ETFs, or a wider universe of individual stocks through the Self-Directed Brokerage.
Managed Accounts
We offer managed accounts for employees who prefer to have a real, human advisor manage their 401(k) portfolio based on their investment risk profile and preferred sector exposure.
Why enterprises choose Basic Capital
A platform that prioritizes financial wellness
How to Switch Your Company's 401(k) Provider Without Disrupting Your Employees
Switching 401(k) providers can be a smooth process when employers plan around data transfer, payroll coordination, employee communication, blackout periods, and post-launch support.
How to Switch Your Company's 401(k) Provider Without Disrupting Employees
Switching a 401(k) provider doesn't have to disrupt employees if employers follow a structured transition plan that addresses provider selection, data transfer, employee communications, blackout periods, and post-launch support.
When Is the Right Time to Switch Retirement Plan Providers?
Company growth, rising fees, low employee participation, administrative complexity, and compliance concerns are all common signals that it may be time to evaluate your current retirement plan provider.