An
IRS-approved
prototype 401k plan that we work with you to customize to your company's needs.
Customized
enrollment, participation and educational materials.
The investment of your choosing: self-directed brokerage accounts, no-load
funds, or load funds.
The EZFedForms
CD-ROM,
which contains blank, ready-to-use
versions of all 401k-related federal reporting forms (Summary Annual Report,
5500 series, 1099-Rs, and more) as well as annotated versions showing you
exactly what information goes where. With EZFedForms, even first-time filings
are easy!
Educational slide presentation (in convenient video format) for help with
explaining
401k plans and their tremendous savings potential to your employees.
3 hours of telephone technical
support while you're getting your plan
off the ground.
Additional eight 15-minute blocks of telephone technical support for use
at any time during the year.
The
401(k) Easy User's
Guide, which explains what you have to
do and how to use the
401(k) Easy system to do it, quickly and easily.
(
at additional cost) a company
stock upgrade that allows you to offer
your company's publicly traded stock as an investment option.