[topic 1]

Order Form for Companies Launching Their FIRST 401k Plan

Thank you for your interest in 401k Easy Online. 

-- Please complete our First Plan Order Form if your company has never sponsored a 401k plan or other defined contribution retirement plan.

-- Otherwise, use our Conversion Plan Order Form.

-- Give us a call at 1-800-660-0050 if you have any questions.

Whichever form you use, if there are any plan customization items about which you're undecided or would like additional information, simply mark the "Unsure. Please contact..." button. A 401k Easy Online Representative will contact you regarding your order within 24 hours of its submission (see below under The Order Fulfillment Process) to discuss your order with you and answer any questions you have.

-- To preview in a secondary window a list of the things you'll be able to define for your customized 401k plan, click here.

Remember, just mark the "Unsure..." button within the order form for any item you'd like help with or additional information.

-- To go to the First Plan Order Form, click here.

-- To go to the Conversion Plan Order Form, click here.

-- To go to the 401K Easy For-One, click here.

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[topic 2]

Order Form for Companies That Have a 401k Plan and Want to Convert It for Use With 401k Easy Online

If your company currently has a 401k plan or other retirement plan and is interested in converting that plan for use with 401k Easy Online, complete our Conversion Plan Order Form.

-- For any conversion plan customization item about which you are undecided or would like some help or additional information, mark the "Unsure. Please contact..." button.

-- To preview in a secondary window a list of the things you'll be able to define for your customized 401k Easy Online 401k plan, click here.

-- If your company DOES NOT currently have a 401k plan or other retirement plan, please instead submit a First Plan Order Form.

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[topic 3]

The Order Fulfillment Process

After you submit your 401k Easy Online order, a representative will call you within 24 hours (on business days) to go over any items you marked as "Unsure" and to answer any additional questions you may have.

After all your questions are answered, if you want to proceed with your order you will be able to pay your $500 401k Easy Online setup fee over the phone using your Visa, Mastercard, or American Express Card, or you'll have the option of sending a check through the mail; there is a five-day holding period on all check orders.

-- As soon as we receive your setup fee, we will prepare your official 401k Adoption Agreement and Summary Plan Description for your review.

-- Upon your approval of the documents and your payment of your 401k Easy Online annual fee, we'll immediately customize and set-up your web-based self-service 401k administration and participation system and provide you with your access codes. The customized system will integrate all relevant aspects of your 401k plan into your 401k plan administration and participation processing functions, highly automating many of those functions.

-- For more information about our online self-service plan administration, visit our Plan Sponsor Gateway page by clicking here.

-- For more information about our online self-service plan participation, visit our Plan Participant Gateway page by clicking here.

Depending on how quickly they get back to us in reviewing their customized 401k documents, most clients have their customized 401k Easy Online operational within two weeks of placing their order.

[topic 4]

Complete the Appropriate Order Form to Request Information

Even if you're undecided about 401k Easy Online being the retirement plan answer for your company and all you'd like at this time is to speak with a 401k Easy Online 401k professional, completing the appropriate order form is a great way to get answers to specific questions:

-- Our order forms collect the information our 401k professionals need to answer specific questions about 401k Easy Online's applicability to your company and its 401k needs.

-- Our order forms show you your exact 401k Easy Online 401k plan and 401k plan administration customization choices.

-- Completing an order form IN NO WAY obligates you to purchasing anything, and no information you submit will be used for any purpose beyond answering your questions about 401k Easy Online and its suitability to your company's 401k retirement plan needs.

Use our First Plan Order Form if your company DOES NOT currently have a 401k plan; use our Conversion Plan Order Form if your company DOES currently have a 401k plan or other type of defined contribution retirement plan.

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