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401k Easy For-One Plan Order Form |
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Part I: |
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Part II: |
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30) Investments: |
Please indicate the type of investments you want for your 401k Easy
plan: Self-Directed Brokerage Accounts only Self-Directed Brokerage Accounts PLUS a family of No-Load Mutual Funds No-Load Mutual Funds only Load Mutual Funds only Unsure. Please contact me regarding the type of investments to offer within our 401k Easy Online plan. |
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31) Investments: |
Please indicate the family of mutual funds and/or the brokerage account you wish to offer within your 401k Easy Online plan (for example, T. Rowe Price mutual funds or Charles Schwab OneSource brokerage accounts). If you have not already done so, you should look through our investment listings to view your options or simply contact us for help by clicking the "Unsure..." button below. Unsure. Please contact me regarding the exact investment family and/or brokerage account to offer within our 401k Easy Online plan. |
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33) The price of your 401k Easy Online system: (401(k) Easy is licensed on a calendar year basis, which requires the purchase of a new license at the beginning of each New Year)
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34) $795
FIRST-YEAR-ONLY setup fee: |
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35) TOTAL (system price + setup fee): |
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NO PAYMENT IS DUE AT THIS TIME. |
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36) Do you prefer to be contacted regarding your order by telephone or e-mail? |
Contact by phone Contact by e-mail |
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When your 401k Easy Online representative calls you to go over any items about which you marked "unsure" and to collect additional information needed for your plan's official Summary Plan Description (SPD) and Prototype Plan Adoption Agreement, you will be able to pay your 401k Easy Online customization fee using your Visa, Mastercard, American Express Card, or by check through the mail; there is a five-day holding period on all check orders. As soon as we receive your payment we will customize your software, prepare official documents for your review, then send out your customized system. You can have your 401k up and running within two weeks -- or less! |
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37) How will you prefer to pay for your 401k Easy Online system when we contact you?
* 401(k) Pro does not add credit card processing fees to Mastercard or Visa transactions, but adds a $25 processing fee to all American Express transactions. |
credit card* via phone credit card* via e-mail check |
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Part V: |
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38) One last thing before you submit your order: Please tell us how your heard about 401k Easy Online... Financial planning professional, friend or colleague. Please list the person and/or company name: Linked to the 401k Easy Online website from another website. Please tell us the name of the site and/or company sponsoring it: Web search. Please list the browser and search term(s), if you remember them (e.g., Netscape, 401k software): Business or trade publication. Please give the name of the publication: Other. Please explain: |
Earn $$$ for every company |
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39) Now please look over our User's Agreement, then submit your order or inquiry. (Submitting an order acknowledges that you have read and accept our User's Agreement but in no way obligates you to making any purchase.)
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