401k Solution For-One Plan Order Form
Part I: Company Information...
1. Company name
2. Contact person
3. Title
4. Phone
5. Fax
6. E-mail
7. Company address
8. City
9. State
10. Company mail-to address
Use address listed above as mail-to address
Use other address:
11. Federal ID number
12. Date business commenced
13. Type of entity
Please indicate your company's type:
C Corporation
Professional Service Corporation
S Corporation
Limited Liability Company taxed as (check one) ...
Partnership or Sole Proprietorship
Corporation
S Corporation
Sole Proprietorship
Partnership
Other:
Is your company a member of a controlled group? more info
Yes
No
Unsure. Please contact me regarding this question.
Is your company a member of an affiliated service group? more info
Yes
No
Unsure. Please contact me regarding this question.
14. Fiscal year on which business is run
January 1 - December 31
Other:
Unsure. Please contact me regarding this item.
Part II: Plan Information...
15. Investments: Investment Type
(view investment listings )
Please indicate the type of investments you want for your 401k Solution plan:
more info
16. Investments: Investment Family
(view investment listings )
Please indicate the family of mutual funds and/or the brokerage account you wish to offer within your 401k Solution 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.
Part III: 401k Solution Purchase...
17. The price of your 401k Solution system:
(401(k) Easy Online is licensed on a calendar year basis, which requires the purchase of a new license at the beginning of each New Year)
Plan Size
401k Solution-For-One Pricing for your custom 401k plan and plan administration system
1 owner (plus spouse, if applicable)
$1390 per year
18. $1495 FIRST-YEAR-ONLY setup fee:
(Remember, this fee, unlike the above money-back guaranteed Annual Fee, is
NONREFUNDABLE but generally tax rebatable .
We encourage prospective clients to try our free Demo
to make sure they like 401k Solution before they have us set up a customized a system for them.)
19. TOTAL (system price + setup fee):
Part IV: Payment Preference...
NO PAYMENT IS DUE AT THIS TIME.
We will contact you within 24 hours of receiving your order to confirm your designations and answer any questions you have.
20. Do you prefer to be contacted regarding your order by telephone or e-mail?
Contact by phone
Contact by e-mail
When your 401k Solution 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 Solution 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!
21. How will you prefer to pay for your 401k Solution system when we contact you?
credit card* via phone
credit card* via e-mail
check
* Pension Systems Corporation does not add credit card processing fees to Mastercard or Visa transactions, but adds a $25 processing fee to all American Express transactions.
Part V: How did you hear about us?
22. One last thing before you submit your order: Please tell us how your heard about 401k Solution...
23. 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.)