Basic Capital for Business

Better benefits, lower costs

Retirement benefits that are simpler for you to manage and better for your employees. Join forward-looking HR leaders and offer more to your team today.

For business owners

Offer the best retirement benefits in your industry

60% of employees cite retirement benefits as a major decision to stay with an employer long term. We make it easy to offer great ones without a ton of paperwork.

  • Help your team grow their wealth

    Basic Capital provides financing so the money you contribute to your employee's retirement accounts goes five times further.

    Learn how it works
  • Retain your best talent

    Your best talent wants to stay with you long term, even when better cash offers come in. Make it easy for them to do just that.

    Learn more
  • Get started quickly

    37% of employers don't offer retirement benefits due to the administrative burden. Our solution is built from the ground up for you to get started fast without a heavy lift.

How it works

Financing to boost your existing match

Basic Capital is the first company ever to provide $4 in term financing for every $1 in contribution matches you make. This term financing is non‑recourse to you and your employees, and is completely self‑funding (requires no ongoing payments from you or your employees).

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For finance leaders

Control costs without losing the talent war

Basic Capital multiplies your employees’ capital base. You can decrease your total program cost while dramatically increasing the base on which your employees retirement savings compound.

  • Reduce total program costs

    Reduce administrative and matching costs while increasing employee retirement funds.

    Learn how it works
  • Increase total compensation

    Offer more attractive hiring packages without increasing overhead.

    Compare Basic Capital to ETFs
  • Give access to new tools

    Offer your employees access to a wealth creation tools usually preserved for the C suite.

    Basic Capital vs Private Banking

Potential impact

Up to 80% cost savings

With Basic Capital you can offer the same match with up to 80% cost savings (based on the ability to get $4 for every $1 in matching contributions you offer).

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How it works for employees

  • Gains
    Financing
    Down payment

    Participants start with a contribution (all employee, matched, or all employer)

  • Gains
    Financing

    4X

    Down payment

    Our platform provides supplemental capital through term financing

  • Gains
    Financing
    Down payment

    Participants earn returns on the larger capital base

  • Gains
    Financing
    Down payment

    The ownership structure protects participants from loss greater than their initial contribution

Fully compliant

End-to-end platform

  • 3(38) Investment Fiduciary

    We are a fiduciary with investment recommendation and management, with team background from Goldman Sachs.

  • 3(16) Administrative Fiduciary

    We handle plan administration and record-keeping with top-tier legal counsel.

  • World-class experience

    Intuitive dashboards, advanced reporting tools, and tailored vesting options.

See if it's right for you

Learn about the mortgage for retirement

Schedule a no-nonsense meeting with our founding team to learn why forward-looking employers are choosing to use Basic Capital's SEP IRA to recruit, reward, and retain their employees.

Request a 30 minute meeting