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BUSINESS ALLIANCE PROGRAMS

The CPA Business Alliance Program

with 401(k) Easy run-it-yourself 401k plans

 

 
1)

Use 401(k) Easy to run your clients' 401k plans

2)

Have your clients run their own 401k plans using 401(k) Easy

3)

As a certified public accountant you receive a 10% discount on 401(k) Easy

4)

Join 401(k) Easy's CPA Business Alliance Program

[topic 1]

Use 401(k) Easy to Run Your Clients' 401k Plans

You can use a slightly modified 401(k) Easy system to handle your clients' 401k plan administration with the same ease and efficiency granted to our traditional run-it-yourself 401(k) Easy customers. Read on, or simply contact us for details.

-- As a certified public accountant, you qualify to purchase 401(k) Easy at a 10% discount.

-- You'll 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'll process the data using specially customized 401(k) Easy plan administration software.

-- You'll act as liason between your clients and the investment company(ies) and/or brokerage account company(ies) they've chosen for their 401k plans.

-- If you're an SEC-Registered Investment Advisor, you'll earn ALL investment fees generated by your clients' plans; we NEVER take a cut.

-- You get all of 401(k) Easy's great automated and plan-specific features, so running your clients' plans is quick and efficient.

-- 401(k) Easy 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 401(k) Easy 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 self-run 401(k) Easy plan with the luxury of having you handle the data processing and investment company interaction.

[topic 2]

Have Your Clients Run Their Own 401k Plans Using 401(k) Easy

With 401(k) Easy 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 401(k) Easy, too, if you register with us as an CPA Business Alliance Partner (see below) and/or as a Referral Partner (see our Referral Partner page). CPA Business Alliance Partners receive a 10% discount on 401(k) Easy purchases they make (a savings they can pass on to their clients in reduced 401k administration fees, for instance); Referral Partners earn a commission per system purchased by their clients, or they can choose to qualify each client to receive a rebate on its purchase of 401(k) Easy.

-- 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 401(k) Easy 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 -- products to your clients.

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[topic 3]

As a Certified Public Accountant You Receive a 10% Discount on 401(k) Easy

401(k) Easy is licensed annually, with the 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 $495. 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 $495 a year, one serving 5 to 10 employees costs $595 a year, and one serving 11-15 employees costs $695 a year. The plans you administrate will receive a 10% 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.


[topic 4]

Join 401(k) Easy's CPA Business Alliance Program

Please complete the below regarding your qualifications to join the 401(k) Easy CPA Business Alliance Program. A representative will then contact you about using 401(k) Easy to run your clients 401k plans. Completing the below IN NO WAY obligates you to purchase anything.


CPA Business Alliance Program Application

Your name:

Your firm:

Address:

City:

State:

Zip:

Phone:

-

Fax:

-

E-mail (optional):

State Licenses:

In what states are you a certified public accountant? (check all that apply)

all

Alabama

Indiana

Nebraska

South Carolina

Alaska

Iowa

Nevada

South Dakota

Arizona

Kansas

New Hampshire

Tennessee

Arkansas

Kentucky

New Jersey

Texas

California

Louisiana

New Mexico

Utah

Colorado

Maine

New York

Vermont

Connecticut

Maryland

North Carolina

Virginia

Delaware

Massachusetts

North Dakota

Washington

Florida

Michigan

Ohio

West Virginia

Georgia

Minnesota

Oklahoma

Wisconsin

Hawaii

Mississippi

Oregon

Wyoming

Idaho

Missouri

Pennsylvania

Illinois

Montana

Rhode Island


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