CPA Alliance Program

Use 401(k) Easy to run your clients' 401(k) plans.

You can use the 401(k) Easy system to handle your clients' 401k plan administration quickly, easily and professionally!

We customize your copy of 401(k) Easy to your administration needs, both in terms of the number, and type of 401k plans you service. Customization features include investment choice listings, pertinent client information, loans, matching contributions and more.

You take care of each plan's administration -- with 401(k) Easy doing the work using each of your client's custom information. On average, each 401k plan you service will take only 15 minutes a month to process.

About all your clients have to do is supply you with their monthly payroll and census data.

You act as liaison between your clients and the investment companies they choose for their plans.

If you are also an SEC-Registered Investment Advisor you earn ALL investment fees generated by your clients' plans (we NEVER take a cut!)

You get all of 401(k) Easy's great automated and plan-specific features, so running your clients' plans is quick and efficient.

401(k) Easy lets you give your clients quality services, such as MONTHLY plan compliance testing and MONTHLY participant account statements. These automated features take only seconds to complete with 401(k) Easy!

Your clients receive a quality plan that has all the flexibility and per-company customization features of self-run 401(k) Easy plans.

As a certified public accountant, you qualify to purchase 401(k) Easy at a 10% discount!

As a certified public accountant you purchase 401(k) Easy at 10% off per plan, per year.

401(k) Easy is licensed annually, with the software and companion materials updated each year in light of regulatory and related changes. Each plan pays...

A one-time, non-refundable, first-year-only setup fee of $795. No discounts are given on this fee.

An annual license renewal fee that is based on plan size. The plans you administrate receive a 10% discount on this fee EVERY YEAR.

PLAN SIZE
(in # of eligible employees)

STANDARD
401(k) Easy PRICING

401(k) Easy PRICING
WITH YOUR 10% DISCOUNT

2-4
$695 per year
$508.50 per year

5-10

$895 per year

$688.50 per year

11-15

$995 per year

$985.50 per year

16-20

$1,195 per year

$1,048.50 per year

21-25

$1,395 per year

$1,228.50 per year

26-30

$1,595 per year

$1,408.50 per year

31-35

$1,795 per year

$1,588.50 per year

36-40

$2,095 per year

$1,858.50 per year

41-45

$2,295 per year

$2,038.50 per year

46-50

$2,495 per year

$2,218.50 per year

50+
$2,495 plus $275 for each additional 5 eligible employees
please call for quote

CPA Alliance Program order desk.

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