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 an SEC-Registered Investment Advisor, 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 liaison 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.