We are a firm built for financial professionals and the entrepreneurs and small business owners they serve. At EZTPA, our focus is helping financial professionals offer a simple, low-cost, turn-key 401k plan document solution for their clients without the conflicts of managing investments.
At EZTPA, we do not manage assets and we do not sell investments. Our sole purpose is offer the documents needed to run a UniK at the lowest cost possible allowing you, the financial professional, to manage your clients retirement funds as you deem fit with just a few clicks of a button.
Using EZTPA is among the quickest and easiest ways to get the legal documents you need to setup your own 401k plan. In less than 10 minutes you will have all of the legal documents required.
EZTPA offers one of the lowest setup and annual maintenance fees in the industry. Every dollar you save on your plan document is one more dollar you can use for your retirement.
Our EZTPA allows you to invest in stocks, bonds, mutual funds, brokerage accounts as well as real estate, private equity, hedge funds, gold, and even art work.
The EZTPA permits you to take a loan from your retirement account. This is beneficial if you are looking to buy a home, build a business or are in need of emergency funds. The loans can be processed directly from the custodian of your UniK assets.
Our EZTPA allows for you to make Roth (after-tax) contributions. While the contributions are taxed today, all of the earnings grow tax free.