Order Forms

New 401k Easy
Use this form if 401k Easy will be your company's first 401k
Order Now
Conversion 401k Easy
Use this form if you are requesting we convert an already-existing 401k plan
into a 401k Easy
Order Now
One Person 401k Easy
Use this form for a new one-person (plus spouse) 401k Easy
Order Now

No money due at this time: The order fulfillment process

After you submit your 401k Easy order, a representative will call you within 24 hours (on business days) to go over any items you marked as "Unsure" and to answer any additional questions you have.

After all your questions are answered, if you want to proceed with your order you will be able to pay the $595 401k Easy setup fee over the phone using your Visa, MasterCard or American Express Card or by mail using a check; there is a five-day holding period on all check orders.

As soon as we receive your setup fee, we prepare your official 401k Adoption Agreement and Summary Plan Description for your review.
Upon your approval of the documents and your payment of your 401k Easy annual fee, we immediately create your customized online self-service 401k administration and participation gateways and provide you with your access codes. The customized systems integrate all relevant aspects of your 401k plan into your 401k plan administration and participation processing functions, highly automating many of those functions.rs". As soon as we receive your setup fee, we prepare your official 401k Adoption Agreement and Summary Plan Description for your review.

How quickly clients get back to us in reviewing their customized 401k documents obviously affects the implementation schedule. Most clients respond within a few days of receiving their documents and have their customized 401k Easy operational within two weeks of placing their order.

Help with completing your order form

You can of course call us any weekday during normal business hours (Pacific time) at 800-660-0050 if you need help with completing your order form, however we recommend that you instead complete as much of the appropriate order form as you can - about your company size, for instance - and then use the "Unsure. Please contact...." buttons for any items with which you would like to consult with a 401k Easy 401k professional. We likely will need the basic information about your company to give specific answers regarding plan design options open to it.

We do not share any information you submit with any outside party We use your information only to answer your questions and create your customized 401k product.

You can use the order form to request plan-specific information

As we mention in the preceding answer, you can use our order forms to request information about 401k Easy and specific its suitability to your company's needs. Simply provide the basic information about your company (particularly it's size), then click the "Unsure. Please contact..." button for any applicable item. A representative will call you within 24 business hours to answer your questions and review with you your 401k options.

You are never locked in to your customization decisions

Whether you are ordering your companies first 401k plan or having us convert your existing plan into a 401k Easy option-rich 401k plan, know that your are never locked into your decisions. Simply contact us if you want to amend your 401k customization choices or move from self-service plan administration to full-service administration.

Re-customization fees may apply if you request changes to your customization decisions. See the Pricing and Price Comparisons page for details.
We offer a full-service alternative to 401k Easy's self-service online plan administration. See our 401k Products page for more information, or contact us for specifics regarding your exact plan and situation.