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Use 401k Easy Online to Run Your Clients' 401k Plans
You can use a slightly modified 401k Easy Online system to handle your clients' 401k plan administration with the same ease and efficiency granted to our traditional self-service 401k Easy Online customers. Read on, or simply contact us for details.
- As a certified public accountant, you qualify to purchase 401k Easy Online at a 5% discount.
- You will enjoy the same plan-specific system customization that enables our small business clients to run their 401k plans in less than 15 minutes a month, on average.
- Your clients will supply you with their monthly payroll and census data, and you will process the data using specially customized 401k Easy Online plan administration system.
- You will act as liaison between your clients and the investment company(ies) and/or brokerage account company(ies) they have chosen for their 401k plans.
- If you are an SEC-Registered Investment Advisor, you will earn ALL investment fees generated by your clients' plans; we NEVER take a cut.
- You get all of 401k Easy Online's great automated and plan-specific features, so running your clients' plans is quick and efficient.
- 401k Easy Online lets you offer your clients valuable services such as monthly plan compliance testing and monthly participant account statements. Because the services are highly automated within 401k Easy Online and included free of charge, offering them to your clients costs your company little more than a few seconds of labor time.
- Your clients receive a quality plan that has all the flexibility and per-company customization features of a 401k Easy Online plan with the luxury of having you handle the data processing and investment company interaction.
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Have Your Clients Run Their Own 401k Plans Using 401k Easy Online
With 401k Easy Online you have the option of using our customized 401k systems to run your clients' 401k plans from your offices or having each client run its own 401k plan from its own office.
- What could be easier? You refer the client to us, we create a 401k plan and plan administration system specific to your client's needs, the client handles its own plan administration while you build good will with the client for referring them to such a cost-saving yet quality alternative in 401k plans.
Your clients can receive a discount on purchasing 401k Easy Online, too, if you register with us as a CPA Business Alliance Partner (see below) and/or as a Referral Partner (see our Referral Partner page). CPA Business Alliance Partners receive a 5% discount on 401k Easy Online purchases they make (a savings they can pass on to their clients in reduced 401k administration fees, for instance); Referral Partners earn $100 per system purchased by their clients, or they can choose to qualify each client to receive a $100 rebate on its purchase of 401k Easy Online.
- You must be registered with us as a CPA Business Alliance Partner (go to CPA registration) and/or Referral Partner (go to Referral Partner registration) before the purchase is made for you (or your clients) to be eligible for the applicable discounts and rebates.
- Joining any of the 401k Easy Online Business Alliance Programs is absolutely FREE and puts you under no obligation to refer any client to us.
- We never ask you to divulge any client information beyond that specific to an order actually being placed, and we never market related — or unrelated — systems to your clients.
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As a Certified Public Accountant You Receive a 5% Discount on 401k Easy Online
401k Easy Online is licensed annually, with the online software and companion materials updated each year in light of 401k regulatory changes as well as general technological advances. Each client pays...
- A one-time, non-refundable, first-year-only 401k plan setup and software customization fee of $995. No discounts are given on this fee.
- An annual license fee that is based on plan size. For instance, a plan serving 2 to 4 employees costs just $1195 a year, one serving 5 to 10 employees costs $1295 a year, and one serving 16-20 employees costs $1695 a year. The plans you administrate will receive a 5% discount on this annual fee EVERY YEAR.
Please visit our Pricing page to view a complete price list and read about related information (such as free technical support), or click here to view only our annual fee price list.
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Join the 401k Easy Online CPA Business Alliance Program
Please complete the below regarding your qualifications to join our 401k Easy Online CPA Business Alliance Program. A representative will contact you about using 401k Easy Online to run your clients 401k plans. Completing the below IN NO WAY obligates you to purchase anything.
We do not share information you submit. Read our Privacy Pledge on our Legal Notes page.
