ADI One Dealer Advantage Program (R) 401k Easy Online 401k Management
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Pricing
Demo of 401k Easy Online

Convert An Existing Plan

to a convenient, cost-efficient 401k Easy Online plan

Page Topics

[topic 1]

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

Dissatisfied with your current 401k 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 have customized 401k Easy Online do it in seconds.

1.

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

2.

Plan Converstions Are Free

3.

Save 60% or More Every Year by Switching to 401k Easy Online

4.

Keep Your Existing Investments, or Choose from Hundreds of New Ones

5.

Getting Started

6.

You're Never Locked In

-- We have more than 20 years of experience in finding economical, 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 cost for having us convert your existing 401k plan into a 401k Easy Online run-it-yourself 401k plan. That's right — your 401k plan conversion is absolutely FREE.

-- Plan conversion services are covered by your one-time, first-year-only $500 401k Easy Online plan and system customization fee, which all new customers pay. (Click here to view a pricing chart.)

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.

In most cases we're able to take care of everything involved in converting your existing 401k plan into a run-it-yourself 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

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[topic 3]

Save 60% or More Every Year By Switching to 401k Easy Online

Every year, 401k Easy Online saves companies 60% or more 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 plan flexibility: Ecomony 401k and Elite 401k. (See our Options page and Pricing page for the differences between the two.)

-- 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.

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[topic 4]

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

You can choose no-load mutual fund families and/or self-directed brokerage accounts to accept your 401k participants' contributions and their previously accumulated 401(k) assets.

-- Visit our Investments section for specific listings of potential 401k investments.

-- Call 1-800-660-0050 to talk with a 401k Easy Online representative about any aspect of 401k plan conversions, or send us an e-mail.

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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 the 401k plan order form IN NO WAY OBLIGATES you to purchasing 401k Easy Online.

-- If you prefer, simply call us at 1-800-660-0050.

Contact Information...

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[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 convert your do-it-yourself 401k administration setup to an outside-serviced plan at any time. We can even recommend some reasonably affordable 401k administration vendors.

-- Pension Service Associates, for instance, has been specializing in small and medium-sized full service 401k plans since 1986 and has built a reputation for creating and maintaining plans that are popular with both employees and their employers.

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