Helping you and your team build a nest egg for a great financial future.
A Chick-fil-A Leadwell vendor serving 320+ Operators.Get Your Free Proposal
Invest in your future
Use your incredible earning power today to make work optional sooner.
Save on Taxes
Government tax incentives with a 401k help you lower your tax burden and maximize your retirement assets.
Catch & Keep Top Talent
A 401k is a recognizable benefit that will help you find & keep higher quality, long-term team members.
Improve Your Net Worth
Thanks to FCR, the Additional FCR Expense bucket, & tax savings, most Operators improve their net worth simply by setting up a 401k.
We are proud to have served our Chick-fil-A family and staff for nearly 25 years.Get Your Free Proposal
Meet our Chick-fil-A Eggspert
Co-Founder | Chief Growth Officer
We help unscramble the complexities of retirement, tax savings, 401ks and more, because we speak Chick-fil-A.
@CFA, HR Payroll, and Data Feeds.
How FCR is affected
How to maximize your Additional FCR Expense reimbursement
401k provider and CFA systems properly communicate
How to setup FCR accruals when appropriate
How to generate census/payroll files
How to enter key info into HR payroll so that your 401k provider and CFA systems properly communicate
We have solid relationships and regularly consult with key stakeholders in Support Center IT and Payroll to simplify, streamline, and automate the retirement plan administration.
We can help ensure the flow of money from participant paychecks to your bank account to the 401k provider is seamless.
Making Your Life Easier
We use our intimate knowledge of Chick-fil-A processes to simplify the implementation and administration of retirement plans. We know what plan designs work best for Operators trying to save a little or a lot towards retirement. We also bring on the right service partners so you can focus on selling chicken. Finally, we continually help influence Chick-fil-A to make the payroll implementation smoother and more automated.
We've helped many Operators just like you. We know the right plan designs to meet your goals. Our aim:
• Maximize your Benefit
• Minimize your Cost
• Stay Complient
We can also help you make the right changes year-to-year if your goals change.
Retirement plans can be complex. Our job is to make it as easy and streamlined as possible on you so you can focus on selling chicken. We bring on the right partners who can do as much of the administration of the plan as possible including:
• Communicate directly to your participants on your behalf
• Track Eligibility
• Send out required initial and annual notices/disclosures
• Complete annual compliance testing
• Prepare, Sign, and File the Tax Form 5500 on your behalf
• 3(38) Fiduciary oversight of the investment options
• 3(16) Fiduciary oversight of all plan administration
We are in no-way affiliated with these service providers. We represent you and constantly evaluate different providers to ensure you are getting the best value and service!
Leave the responsibility and liability of advising your Team Members to us. We leverage technology to offer advice in the following areas:
• How much should I save?
• Roth vs. Pre-Tax?
• How should I invest?
• When am I eligible?
• When am I fully vested?
You will get a tailored website to share with your Team Members that has videos to help answer basic questions and increase engagement. Team Members can also schedule FREE 30 minute coaching calls to get more in-depth support.
We are a Chick-fil-A 3rd party approved vendor and you can find us on LEADWELL.
We speak Chick-fil-A. We know all about @CFA, HR Payroll, and Data Feeds. We can show you how to generate census/payroll files with all the necessary information about your team members. We can show you how to enter key info into HR payroll so that your 401k provider and CFA systems properly communicate.
• We regularly consult with key stakeholders in Support Center IT and Payroll to simplify, streamline, and automate the retirement plan administration.
• We can help you understand how this all affects FCR and how to maximize your Additional FCR Expense reimbursement.
• We can help ensure the flow of money from participant pay checks to your bank account to the 401k provider is seamless.
Bottom line, we KNOW your world and how to make introducing a 401k as smooth as possible.
Plan Sponsor Support
We are your advocate. You know how to sell chicken and we want to help you focus on that. As questions arise, whether from participants, to the 401k provider, to Chick-fil-A systems, to tax preparers, we've got your back. We can also help ensure you are maximizing the retirement plan benefit for yourself. It doesn't get much better than this.
Don’t leave $ on the table. We can show you how.
You are able to get up to $16,500 in combined tax credits over the first 3 years of setting up a new 401k plan.
As an Operator, you can use your personal 401k contributions to maximize your Additional FCR Expense budget.
We’ll help you decide which plan is right for you.
Examples of how much you could put away each year.
*Per person. Based on 2021 numbers.
Get crackin’ with a free, no obligation proposal.
Includes a detailed Cashflow, FCR, Tax Savings, and Net Worth Improvement Analysis.Get Your Free Proposal