[topic 1]

Converting an Existing 401k to 401k Easy Online Takes Only Days

Dissatisfied with your current 401k or other defined benefit plan? With the lack of service its vendors give you? With their lack of responsiveness to the needs of your company and its employees? Is your current 401k worth the aggravation — and all those fees?

Take control: Have us convert your existing 401k plan into a 401k Easy Online self-service 401k plan.

-- Most small businesses save 60% or more every year by switching to 401k Easy Online.

-- You're current vendor likely already has you compiling the data 401k Easy Online uses, so why wait (and pay for) them to process it when you can upload it to your cusotmized 401k Easy Online portal and have the results in seconds.

-- We have more than 20 years of experience in finding affordable, straight-forward solutions to even the most complex 401k conversions. We're 401k plan takeover experts.

-- In most cases, the conversion process can be completed in less than a week with little or no black-out period.

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[topic 2]

Plan Conversions Are Free

There is no extra charge for having us convert your existing retirement plan for use with 401k Easy Online. That's right, your 401k plan conversion is absolutely FREE.

-- Our plan conversion services are covered within the one-time $500 setup fee charged at the plan's outset to each 401k Easy Online customer.

You may, however, incur charges from the vendor you are leaving. We can research these charges for you and give you a rough estimate of their likely total, if you like.

In most cases we're able to take care of everything involved in converting your existing 401k plan into a self-service 401k plan, including...

-- Corporate board resolutions

-- Notification to your employees regarding the changeover

-- Preparation of a new Summary Plan Description for your employees

-- Preparation of necessary paperwork for you to sign and deliver to your current 401k plan vendor(s), notifying them of the changeover

[topic 3]

Save Money By Switching to 401k Easy Online

Every year, 401k Easy Online saves companies significant amounts of money off what they'd pay for a conventional or bundled 401k plan run by a third party administrator or other outside party.

-- We offer two levels of 401k customization: Economy and Elite. Our Elite 401k costs more but has the industry's best investment and plan customization flexibility. See our Options page and Pricing page for details.

-- If your existing retirement plan has any outstanding loans or if it offers certain other features (employer matching contributions, for example) that you want to continue in your 401k Easy Online plan, you must choose our Elite customization because such are not offered within our Economy plans. Please see the top section of our Conversion Plan Order Form for specifics.

-- Pricing for our Economy 401ks start at just $595 a year, which covers unlimited access to your plan-specific Plan Sponsor Gateway and Plan Participant Gateway. The first year only there's also a ONE-TIME $500 setup fee, which covers professional customization of your 401k plan to your needs plus professional customization of your online Plan Sponsor and Plan Participant Gateways to your exact company plan.

-- Visit our Pricing page to look at price comparisons of 401k Easy Online with other national plans that offer at least some semblance of Internet service.

[topic 4]

Continue Using Your Existing 401k Plan Investments, or Choose From Hundreds of Mutual Fund Families and/or Self-Directed Brokerage Accounts

401k Easy Online Elite offers unlimited investment choice: Choose from hundreds of no-load mutual fund families and/or self-directed brokerage accounts to accept your 401k participants' contributions and their previously accumulated 401k assets; 401k Easy Online Economy allows you to choose Schwab self-directed brokerage accounts or a family of no-load mutual funds from one of any of several well-known providers.

-- Visit our Investments section for specific listings of potential 401k investments available within our Elite and Economy 401k plans.

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[topic 5]

Getting Started

Getting started is easy:

-- Fill out the Request for Contact form below — or better yet use our 401k Plan Conversion Order Form. Our 401k plan conversion order form gives us all the information we need about your existing 401k plan and preferences for your 401k Easy Online plan to get right to work. You have the option of checking "Unsure. Please contact…" for any item you'd like to discuss with us. Completing an order form IN NO WAY OBLIGATES you to purchasing 401k Easy Online.

-- If you prefer, simply call us at 1-800-660-0050 to discuss your 401k plan conversion.

[topic 6]

You're Never Locked In With 401k Easy Online

With 401k Easy Online you have...

-- Complete control and oversight over the 401k service your employees receive.

-- Complete, direct control and oversight over your plan's assets.

-- A 401k plan that's flexible, reliable and easy to administrate.

-- Significant year to year savings.

Some day, of course, your business may grow in such a way that you decide you no longer want to handle your 401k plan administration in house. No problem — just give us a call and we can recommend an outside party to handle your online 401k plan management.

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