401k Easy Order Forms
|New 401k Easy
Use this form if 401k Easy will be your company's first 401k
|Conversion 401k Easy
Use this form if you are requesting we convert an already-existing 401k plan
into a 401k Easy
|One Person 401k Easy
Use this form for a new one-person (plus spouse) 401k Easy
Please Submit a 401k Easy order form, but pay nothing until after you speak with one of our representatives and have all your questions answered.
Pay the one-time-only 401k Easy setup fee, and we then prepare for your approval 'signature-ready' IRS-approved prototype documents. Upon payment of your first year No Fees 401k license we will initiate the establishment of your company's self-directed 401k brokerage accounts, and your new online No Fees 401k. After these steps are completed, we will schedule training for your company’s 401k plan sponsor.
Help with completing your order form
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.