Pricing
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Accounting Professionals

Expand Your Services Without the Administrative Burden

Partnering with us means less time spent on retirement plan complexities and more time delivering value to your clients. We manage compliance, plan design, and ongoing support, allowing accountants to expand their services without additional administrative burdens.

Why Accountants Choose Helm

Finance is a team effort. Our goal is to lift reputations by becoming a strong extension of your team.
Knowledgeable, Dedicated Advisors

Our retirement specialists are on hand whenever you need them. From setup to ongoing management, we’ll guide you and your clients through every step with personalized attention.

Tailored 401(k) Plans and Funds

We collaborate with you to design customized retirement solutions, helping maximize tax benefits while aligning with your clients’ unique goals and needs.

We Take Care of the Details

Offload the administrative load. We handle recordkeeping, compliance, and day‐to‐day processing, so you can concentrate on building relationships and growing your practice.

Streamlined Payroll Integrations

Simplify the process by unifying payroll and benefits administration. This cuts down on errors, saves time, and ensures a smooth experience for your clients.

Designed For You To Shine

Through our collaborative approach and easy-to-use platform, you can offer best-in-class retirement planning without the administrative headaches.

Seamless Onboarding

We work closely with you to understand client needs, propose optimal plan designs, and handle all initial setup—fast.

No-stress Compliance & Reporting

Our team monitors regulatory changes and ensures accurate, timely reporting, so you and your clients stay compliant year-round.

Client-Centric Communication

Our experience team is available for your clients. Becoming a trusted extension of your customer service team.

Affordable Plan Management

Investment in Your Team and Business

Offering a 401(k) plan is a powerful tool for retention, tax savings, and long-term stability.
Pricing Details

Plan Calculator

i
A W-2 employee meeting age and service requirements for plan eligibility.
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Employees earning $155,000+ (as of 2024) or owning more than 5% of the company—classified as Highly Compensated Employees (HCEs).
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Administration
$125
/month
+
$5
/month
Per Participant
2025
2026
401k Plan Cost
Annual Tax Credit
Net 401(k) Plan Cost
Employees with a 401(k) are 40% less likely to leave their job.
$1200
20% Discount
/Year
Recordkeeping & Admin
+
$5
/Month
Per Participant
2025
2026
401k Plan Cost
Annual Tax Credit
Net 401(k) Plan Cost
Employees with a 401(k) are 40% less likely to leave their job.