All-Inclusive Low 401k Easy Pricing---NO 401k Fees Deducted From Participants' Retirement Savings---Ever
Three different 401k plan configurations, designed to fit the needs of different small employers:
|One-time only set-up fee||$495/one-time||$595/one-time||$795/one-time|
|1 eligible employee||$395/yr||$495/yr||$795/yr|
|2-4 eligible employees||$495/yr||$695/yr||$1395/yr|
|5-10 eligible employees||$695/yr||$895/yr||$1695/yr|
|11-15 eligible employees||$795/yr||$995/yr||$1795/yr|
|16-20 eligible employees||$995/yr||$1295/yr||$1995/yr|
|21-25 eligible employees||$1195/yr||$1595/yr||$2395/yr|
|26-30 eligible employees||$1395/yr||$1795/yr||$2695/yr|
|31-35 eligible employees||$1595/yr||$1995/yr||$2895/yr|
|36-40 eligible employees||$1795/yr||$2195/yr||$3095/yr|
|41-45 eligible employees||$1995/yr||$2395/yr||$3395/yr|
|46-50 eligible employees||$2195/yr||$2595/yr||$3595/yr|
|more than 50 eligible employees||$2195/yr + $200/yr for each additional 5 eligible employees||$2595/yr + $250/yr for each additional 5 eligible employees||$3595/yr + $300/yr for each additional 5 eligible employees|
|Please Note: 401k Easy is sold on a Calendar Year basis only. All first-year clients are charged the one-time only plan set-up fee. The pricing above applies to the first year of service only. Renewal fees may be adjusted because no set-up fee is charged in subsequent years.|
|Secure online plan management for employer|
|Secure online account management for participants|
|Self-directed brokerage with unlimited investments|
|Unlimited selection of no-load mutual funds|
|Signature-ready 5500-SF and 1099 filings|
|Preparation, distribution and filing of IRS Forms 1099R and 1096|
|Employer sends purchase orders and contribution payments to custodian|
|Employer authorizes contribution purchases online, anytime day or night|
|Eligible for Roth 401k feature|
Our iron-clad promise: No hidden 401k fees & no 401k asset-based fees & no 401k commissions, ever!
Our policy is not to accept any rebates or revenue sharing of fees deducted from our clients' plan assets ... period! Entities that provide 401k plans, including mutual funds managers, fund distributors, asset custodians, asset trustees, investment brokers and advisors, and plan administrators and record-keepers. These entities typically earn at least a portion of their compensation from asset-based fees extracted from plan assets; 401k Easy is an exception from the norm.
Hidden & excessive 401k fees are causing severe damage and loss for 401k participants
Please CLICK HERE to learn about 401k providers and affilliated financial advisors deducting hidden fees and commissions from small 401k plans and employees'retirement savings.
401k Price Comparisons: Published 401k prices are not necessarily what you pay for a small 401k plan
Please CLICK HERE to view chart comparing 401k Easy to six 401k providers who deduct fees from participants' accounts.
All-inclusive pricing based solely on company size
The 401k Easy set-up fee: A one-time charge
The 401k Easy set-up fee is frequently refunded by the government
No trustee fees with 401k Easy---ever
Your current 401k provider may charge plan termination fees, as it likely has some administrative expenses involved with closing down your existing plan. Contact your current plan provider to learn about any plan termination fees.
You can view all the plan design options available with 401k Easy by scanning through our Conversion Plans Order Form. If you have specific questions, contact us or submit a Conversion Plan Order Form and mark "Unsure. Please contact..." as applicable. Submitting an order form is the most expedient way for us to serve you, even if all you want at the moment is answers to conversion-related questions, because the order form collects pertinent information we likely need to answer your questions. Submitting an order form IN NO WAY obligates you to actually placing an order - no money changes hands - but the form does gather the data we need to accurately answer your 401k-related questions. Oh, and of course we do NOT share your data with any party.