Our Process
Simple, Streamlined, and Effective
At NetWellth, we’ve simplified the process of optimizing your 401(k) plan. With our step-by-step approach, we ensure your company benefits from a tailored solution that drives results—all while making it easy for you to get started.
Trusted by Industry Leaders to Drive Employee Engagement and Growth
Discover how our financial expertise transformed businesses like yours, delivering exceptional results and growth.
"NetWellth made a big difference in how our employees view their benefits. Participation in 401(k) and healthcare plans went up, and it’s clear our team feels more supported."
Laura M.
HR Director
National Retail Chain
"NetWellth’s benefits strategy has improved our team’s well-being and reduced turnover. Our productivity has increased, which is great for the bottom line."
David G.
Business Owner
Local Car Dealership
"With NetWellth, our employees are more engaged with their benefits, and that’s helped us attract and keep top talent. It’s made a big difference."
Emily P.
Chief Financial Officer
Manufacturing Company
It’s as easy as 1, 2, 3.
Here’s how we transform your employee benefits with financial expertise and seamless execution.
Step 1: Total Plan Analysis
We begin with a Total Plan Analysis, giving you an objective, data-driven review of your current 401(k) plan. Simply submit your documents and answer a few quick questions, and we’ll generate a detailed report that highlights potential cost savings and areas for improvement.
- Objective Review: We take an in-depth look at your plan’s structure and performance.
- Cost-Saving Opportunities: Our analysis identifies ways to lower fees and increase value.
- Actionable Insights: You’ll receive clear recommendations to optimize your plan.
Step 2: Plan Design
Next, we work closely with you to craft a 401(k) plan tailored to your company’s unique goals. Our custom designs ensure your plan is both flexible and valuable for your employees, offering a winning combination of features that fit their needs and align with your company’s growth objectives.
- Tailored Solutions: A custom-built plan that fits your company’s needs.
- Flexibility and Value: Maximize employee satisfaction with adaptable options.
- Goal Alignment: We design your plan to meet both employee needs and business objectives.
Step 3: Seamless Onboarding
Our final step is Seamless Onboarding, where we guide you and your team through the implementation process with full support. We handle the transition efficiently, ensuring a smooth experience from start to finish. Our team is with you every step of the way to make integration hassle-free for both you and your employees.
- Smooth Transition: We manage every aspect of the onboarding process.
- Full Support: Ongoing assistance to ensure a successful plan rollout.
- Hassle-Free Integration: Your team can easily adjust without disruptions
Ready to Get Started?
Partner with NetWellth today for a streamlined, expert-driven process that optimizes your 401(k) plan and strengthens your business.