401(k) Feasibility Study

Listen. Learn. Invest.

Thank you for your interest in a retirement plan for your business. This short study gathers what we need to see whether a plan makes sense for you and to build an accurate proposal. Most owners finish in about 20 minutes.

If anything is unclear, leave it blank — we will follow up. A quick question now saves time later.

Here is all you do — three steps, in order:

  1. 1
    Fill in the sections below. Type your company info and goals, list the owners, and either send us your payroll reports or type your employees in.
  2. 2
    Save your answers as a PDF at the bottom — one click. That PDF is the file you send us.
  3. 3
    Click “Go to secure upload” and drop in that PDF plus your payroll reports. Done — it comes straight to us.

1 About your company and goals

Tell us about the business and what you want the plan to accomplish.

🔒 Stays on your device. It is written only into your download and reaches us solely through the secure Box upload.

2 Owners and family members

Payroll reports do not show ownership or family ties, and they are essential to the plan design. List every owner or partner, and any employee related to an owner.

Name (Last, First)Role Ownership %Relationship to an owner (if family)

3 Send us your payroll reports

This is how we build your employee census. You do not fill in a grid — you send the reports and we assemble it.

Most payroll systems split this across a few reports. Please pull and send:
  • An employee / demographic report — legal name, date of birth, and date of hire for each employee.
  • A wages / earnings report — gross compensation and hours worked for the year, plus any bonus.
  • Termination dates, if anyone left during the year (often on one of the above).
Sending several files is expected and welcome — do not try to combine them. If a report happens to include Social Security numbers, that is fine; we do not need them and we remove them on our side.
Where to find these: Gusto → Reports → Employee Details + Payroll Journal  •  ADP → Reports → Employee Census + Earnings  •  QuickBooks → Payroll Reports → Employee Details + Payroll Summary  •  Paychex → Reports → Employee Roster + Earnings.

You will upload these together with your completed PDF in the final step below.

4 No clean payroll export? Enter employees here (optional)

Only if you cannot pull the reports above. Otherwise skip this — the payroll reports are easier and more accurate.

Name (Last, First)Date of BirthDate of HireTermination Sex2026 Base EarningsExpected Hours 20262026 Bonus Earned >$160,000 in 2025?Ownership %Relationship to ownerJob title

Finish and send — do these in order

1
Save your answers as a PDF
Click the button. A print box appears — choose “Save as PDF” as the destination and save it. That one PDF is what you upload. Nothing is sent yet.
2
Get your payroll reports ready
The reports described in Section 3 above. You will upload them in the next step, together with the file from Step 1. (Skip if you typed your employees into Section 4 instead.)
3
Upload both to our secure Box
🔒 Locked. Finish Step 1 first — this button turns on the moment you save your PDF.
Go to secure upload →