Live Online Demo of 401k Easy for Small Business Owners and Employees


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 401k 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 401k investments online.
  plan participant gateway

Participant gateway: Introduction to self-service plan participation

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

401k 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 401k loan, transfer and distribution modeling and submissions, among other things.
General as well as plan-specific investment information is available at a mouse click.
Self-service plan participation is extremely convenient for plan participants and can greatly boost plan participation rates.
Self-service plan participation means far less work for your in-house plan administrator.

401k Easy creates a home page for each plan participant. Upon login, the participant arrives at his or her home page.

As plan sponsor, you can have 401k 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.
As plan sponsor, you can compose Bulletins via your Plan Sponsor Gateway for posting on employees' home pages. (Scroll up or use the middle tab in this page's topics menu to read about 401k Easy's plan administration features, which are accessed via the Plan Sponsor Gateway.)

Participants update information themselves

Plan participants never have to involve the plan administrator in routine account information updates:

Participants can amend their address, telephone number(s), disbursement preferences, passwords, and more. 401k Easy immediately notifies your designated plan administrator via e-mail of any changes.

Participants monitor, model and apply for loans, transfers and distributions themselves

Plan participants never have to go through your 401k plan administrator for transaction information on existing loans, transfers, distributions, etc.. Instead, they simply go online and access the information themselves.

In addition, participants considering a new loan, transfer or distribution can have 401k Easy model the effect of such on their 401k account:

During the modeling process, 401k Easy calculates the availability of funds based on money sources, aged buckets (if applicable), and other applicable rules.
To accept a new loan, transfer or distribution, the participant must correctly answer one of the security questions that the employee established in setting up his or her Log In name and Password.
New loans, distributions, and transfers must be approved by the 401k plan administrator and are indicated as Pending until so approved.
401k Easy gathers all the information the 401k plan administrator needs to approve or deny an application.
You can elect to have 401k Easy automatically decline any new submissions for loans, transfers or distributions if an application for such from the employee is already in the system as pending approval of your plan administrator. This works as a safeguard against plan participants flooding the system with applications for the same transaction while the plan administrator awaits, for instance, consent of spouse approval.

Within the Loans, Transfers, and Distributions panel, the participant also has the option of downloading and/or printing necessary forms to request loans, distributions, and transfers in person from your 401k plan administrator and to manually perform other related account maintenance activities.

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 401k Easy really is.
  financial advisor gateway