Learn More About 401(k) Easy... Free 401k Software Download Key Reasons to Choose 401(k) Easy Product Features & Benefits Pricing Money-back Guarantee Plan Investments Self-directed Accounts No-load Funds Plan Options Plan Conversions Full-service 401k Plans Tech Support Q & A Free ERISA 404c Compliance Help Free IRS Reporting Help Tour 401(k) Easy 401k Basics 401k Glossary Press Room Links About Us Business Opportunities Job Opportunities Site Map Legal Notes ------ HOME CONTACT US TO ORDER Compare to 401k EASY ONLINE BUSINESS ALLIANCE PROGRAMS The CPA Business Alliance Program with 401(k) Easy run-it-yourself 401k plans

 

Use 401(k) Easy to run your clients' 401k plans Have your clients run their own 401k plans using 401(k) Easy As a certified public accountant you receive a 10% discount on 401(k) Easy 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. back to page topics

[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 $200 per system purchased by their clients, or they can choose to qualify each client to receive a $200 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. back to page topics

[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 $795. 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 $695 a year, one serving 5 to 10 employees costs $895 a year, and one serving 11-15 employees costs $995 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. back to page topics

[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.