401k Easy Order Forms

New 401k Easy
Use this form if 401k Easy will be your company's first 401k
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Conversion 401k Easy
Use this form if you are requesting we convert an already-existing 401k plan
into a 401k Easy
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One Person 401k Easy
Use this form for a new one-person (plus spouse) 401k Easy
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No money due at this time: The order fulfillment process

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

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 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.