Plan Sponsor Gateway

Please click the image on right to see the Plan Sponsor Gateway. This is a live demo, with updated and current mutual fund prices. This Gateway gives the plan sponsor a solid “hands-on” experience of how robust and well-organized 401(k) Easy really is.
plan sponsor gateway


Plan Participant Gateway

Please click the image on right to see the Plan Participant Gateway. This is a live demo, with updated and current mutual fund prices. This Gateway gives you a solid “hands-on” experience of what your employees will use to manage their 401(k) investments online.
plan participant gateway


Financial Advisor Gateway

Please click the image on right to see the Financial Advisor Gateway. This is a live demo, with updated and current mutual fund prices. This Gateway gives financial advisors a solid “hands-on” experience of how robust and well-organized 401(k) Easy really is.
financial advisor gateway


Participant Gateway: Introduction to self-service plan participation

401(k) Easy empowers plan participants to serve themselves to their 401(k) account activity and information, which they can do at any time, day or night, from any location connected to the Internet.

  • 401(k) Easy self-service plan participation gives eligible employees on-the-spot access to enrolling in the plan, updating personal information, making and updating investment designations, viewing and printing activity reports and account statements, and 401(k) loan, transfer and distribution modeling and submissions, among other things.
  • General as well as plan-specific investment information is available at a mouse click.
  • As plan sponsor, you can have 401(k) Easy display certain categories of information on each participant's home page, for instance, the participant's investment designations, account balances, and/or recent account activity.