401k administration 401k plan consultants, 401k advisors and consultants and 401k plan administration

JOB OPPORTUNITIES...

The Client Support Programs

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

401(k) Easy Setup Consultants Program

401(k) Easy Off-site Tech Support Consultants Program

Comparison of 401(k) Easy Consultant Positions

Apply today for either (or both) Consultant Positions

Consultants are free to join the 401(k) Easy Referral Partner Program

[topic 1]

Our Setup Consultants Program is for 401k-knowledgeable people who want to work out of their own home or office helping 401(k) Easy clients. No selling or travel is involved. All work is done via telephone and e-mail. Setup Consultants answer 401(k) Easy clients' plan customization questions and, after the clients receive their customized 401(k) Easy systems, help the clients get started with their actual run-it-yourself 401k plan administration using 401(k) Easy.

-- Setup Consultants earn $300.00 per 4 hours (or less) of their time.
Helping 401(k) Easy customers with their plan customization questions generally takes one hour or less. Helping 401(k) Easy customers get started with their 401(k) Easy plan administration can take up to three hours; most 401(k) Easy customers require substantially less time -- if any. Setup Consultants earn $300 per 401(k) Easy customer assigned to them, even if the customer uses up less than the four hours of allotted time.

-- Setup Consultants work via telephone from their own homes or offices.
All 401(k) Easy Setup Consultants' work is done over the phone (and, to a much lesser extent, via e-mail). You can operate from any location you like so long as when you contact 401(k) Easy customers the conversation can be conducted in a business-like manner (no excessive or inappropriate background noise, cell phone interference, etc.)

-- Setup Consultants set their own hours.
We contact you regarding a 401(k) Easy customer needing help, assign the customer to you, then you contact the customer. Customers sometimes specify a "best time to reach me" but other than that you can contact the customer at whatever time during normal business hours that is most convenient for you within the ensuing 24 hour period.

We can assign a case to you via e-mail, phone, pager or cell phone, whichever best suits your needs. As a 401(k) Easy Consultant, you never have to sit chained to your desk waiting for our calls! We do require, however, that you be easily reachable and that when you contact our customers you do so in a professional, timely manner and from a location that in no way inhibits your providing the service contracted for (excessive or inappropriate background noise, cell phone interference, etc.)

-- Setup Consultants help customers understand their plan customization options.
401(k) Easy customers have a variety of plan customization options for their 401k plan (inclusion or exclusion of loans, matching contributions, automatic enrollment, and more). Setup Consultants explain 401(k) Easy's plan options to customers unsure about which options they want for their company 401k plan. Consultant go over basic pros and cons of the various options, answering customers' questions along the way and act as an information source for (not an advisor to) the customer. Plan customization consultations typically last one hour or less.

-- Setup Consultants help customers get started with their 401k plan administration.
After the a 401(k) Easy customer receives its customized 401(k) Easy 401k plan, administration software and companion materials, the customer is entitled to free help with using 401(k) Easy to run its 401k plan. Setup Consultants are responsible for helping the client get its 401k plan up and running. Up-and-running help typically involves helping the customer through inputting needed employee information, holding enrollment meetings/enrolling participants, and/or inputting employees' participation designations into the software.

Our 401k software is very easy to use (try it out for yourself); it comes with its own guided tour as well as a comprehensive yet easy-to-read User's Guide. Many 401(k) Easy customers never request any help with getting their plans up and running.

Even if a customer assigned to you never asks you for one minute of getting started help, you still earn the full $300!

-- There's no selling involved.
The goal in Consultants providing 401k information to our customers is to help each customer create the 401k plan best suited to its needs. We have no interest in customers choosing one plan option over another and in no way encourage our Consultants to "push" for specific choices.

-- Setup Consultants earn extra $$$ for helping with plan conversions.
If you have experience in handling 401k plan conversions, especially small plan conversions, let us know. Numerous small businesses are dissatisfied with their current 401k plans and/or plan administration services and are attracted to 401(k) Easy's cost-savings and operation control. Their existing 401k plans must be converted to fit within the 401(k) Easy customizeable IRS-approved prototype 401k plan.

If you're interested in helping convert existing 401k plans for use with 401(k) Easy and are qualified in this regard, please indicate as much on your Application. Plan conversion pay varies with the complexity of the conversion; an average conversion will net you about $500. We'll contact you regarding your qualifications and to discuss plan conversion policies and pay.

Apply today to be a 401(k) Easy Setup Consultant! Be sure to read the 401(k) Easy Setup Consultant Agreement for complete details about the program before submitting your application.

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[topic 2]

The 401(k) Easy Off-site Tech Support Consultants Program is for independent parties interested in providing technical assistance via telephone to 401(k) Easy customers. No selling or travel is involved. All work is done via telephone and e-mail.

-- Tech Consultants earn $20.00 per 15 minutes!
We value quality Tech Consultants, and we pay them accordingly!

-- Tech Consultants work via telephone from their own homes or offices.
All 401(k) Easy Tech Consultants' work is done over the phone. No traveling is required.

As an off-site Tech Consultant, you can set up anywhere you like so long as when you contact 401(k) Easy customers the conversation can be conducted in a business-like manner (no excessive or inappropriate background noise, cell phone interference, etc.) and you have the materials at hand (requisite PC setup, 401(k) Easy User's Guide, etc.) that you need to answer the customer's questions.
-- Tech Consultants set their own hours.
We contact you regarding a 401(k) Easy customer needing help, assign the tech call to you, then you contact the customer. Customers sometimes specify a "best time to reach me" but other than that you can contact the customer at whatever time during normal business hours that is most convenient for you within the ensuing 24 hour period.

-- We can assign a technical support case to you via e-mail, phone, pager or cell phone, whichever best suits your needs.
As a 401(k) Easy Tech Consultant, you never have to sit chained to your desk waiting for our calls. We do require, however, that you be easily reachable at the times you've told us you'll be available and that when you contact our customers you do so in a professional, timely manner and from a location that in no way inhibits your providing the service contracted for.

-- No extensive 401k experience required.
Being a 401(k) Easy Technical Support Consultant does not require extensive 401k knowledge or experience. Tech Consultants do, however, need a basic understanding of the 401k plan administration cycle -- an understanding that can largely be acquired by working with our 401(k) Easy User's Guide and software.

-- Tech Support Consultants need to demonstrate a mastery of using 401(k) Easy.
If accepted into the Program, we will supply you with a list of common technical issues and their solutions and supply you with a User's Guide before asking you to show us what you can do. In addition, Off-site Tech Consultants always have access to our in-house technical staff for help with any issue.

If you're good at explaining things to people and helping them through procedural tasks, if you have a good phone demeanor, and if you like to work out of your own home or office, you'll likely make a good 401(k) Easy Off-site Tech Support Consultant. Try out our 401k software then send us a Consultant Application if you're interested!

-- There's no selling involved.
Tech Support Consultants interact with existing 401(k) Easy customers, helping them use their 401(k) Easy software and companion materials effectively. Tech Support Consultants are NEVER asked to sell anything.

--Tech Consultants help customers with using the 401(k) Easy software and companion materials.
The software is very easy to use (try it out for yourself); it comes with its own guided tour as well as a very well-written User's Guide. We went to great lengths to create an extremely user-friendly program designed for the layperson that addresses all small business 401k needs.

Often the answers to peoples' questions are right in the User's Guide. Our Tech Support Consultants need to become very familiar with our 401(k) Easy User's Guide (which is broken down into a printed Quick Guide and a 401k Help CD-ROM), be able to locate and comprehend needed information quickly and easily, and be able to lead the caller through the correct procedure. Comfort and familiarity with using computer software and an aptitude especially for administrative-type programs are beneficial.

-- Tech Consultants need a PC running Windows 95 or later, a modem -- and 401(k) Easy!
We supply all our Tech Support Consultants with a master copy of 401(k) Easy and all its companion materials. The 401(k) Easy plan administration software can be run on any PC system using Windows NT, or 95 or later (preferably Windows 95 or later). Our primary communication route with our Consultants is via e-mail; we require that all Consultants have an e-mail account that they are willing to check daily for messages from us.

Apply today to be a 401(k) Easy Off-site Tech Support Consultant! Be sure to read the 401(k) Easy Off-site Tech Support Consultant Agreement for complete details about the program before submitting your application.

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[topic 3]

Comparison of 401(k) Easy Consultant Positions

401k Easy
Setup Consultant

401(k) Easy
Off-site Tech Support Consultant

job description:

Assist 401(k) Easy customers via telephone with understanding their 401k plan customization choices and with getting their plans up and running using the 401(k) Easy system.

Maximum of four (4) hours per client (hours can be spread over a 60-day period)

Provide technical assistance via telephone to 401(k) Easy clients who have questions about using their 401(k) Easy software and companion materials

pay:

$300 per client block
(up to max. of 4 hours in 30 days)

$20 per 15 minute block of time

job location:

your own home or office

your own home or office

experience, qualifications:

-- familiarity with small business 401k plans

-- understanding of our plan customization choices and the typical potential effect(s) each has on a small business 401k plan

-- adept at explaining 401k concepts to lay people (within a reasonable amount of time) as the concepts apply to the caller's situation

-- functional familiarity with our 401(k) Easy software; must be able to reasonably execute all day-to-day 401k administration tasks and help a novice do the same

-- good phone skills; professional phone manner

-- familiarity with PC systems

-- familiarity with small business 401k plans<

-- demonstrated proficiency at using 401(k) Easy software and companion materials to address spectrum of common 401k needs (test given)

-- demonstrated proficiency at helping people having trouble using the 401(k) Easy system (test given)

-- good phone skills; professional phone manner

-- familiarity with PC systems (Windows 95 necessary; Windows 98 helpful)

other requirements:

-- need own PC setup with Windows 95 (or later) system software and a CD-ROM

-- need modem and reliable e-mail account for communicating with us regarding work assignments

-- need reliable phone (cellular OK as long as transmission is always clear)

-- must be available during normal business hours; pager/cell phone availability OK so long as when client is contacted it is in a professional manner and from a location that in no way inhibits the phone discussion (no excessive or nonprofessional background noise)

-- need own PC setup with Windows 95 (or later) system software and a CD-ROM

-- need modem and reliable e-mail account for communicating with us regarding work assignments

-- need reliable phone (cellular OK as long as transmission is always clear)

-- must be available during normal business hours; pager/cell phone availability OK so long as when client is contacted it is in a professional manner and from a location that in no way inhibits the phone discussion (no excessive or nonprofessional background noise)

notes:

-- NO investment advice

-- NO selling

-- NO traveling

-- NO liability to you

-- NO investment advice

-- NO selling

-- NO traveling

-- NO liability to you

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[topic 4]

To become a 401(k) Easy Setup Consultant or a 401(k) Easy Off-site Tech Support Consultant...

1. Read the appropriate Consultant Agreement.
All applicants must agree to the terms of the appropriate Agreement for their application to be considered.

-- Setup Consultant Applicants:
401(k) Easy Setup Consultant Applicants should read the 401(k) Easy Setup Consultant Agreement.

-- Off-site Tech Support Consultant Applicants:
401(k) Easy Off-site Tech Support Consultant applicants should read the 401(k) Easy Off-site Tech Support Consultant Agreement.

2. Complete and submit a 401(k) Easy Consultant Application.
A representative will contact you regarding your application and qualifications. Especially if you are interested in a Tech Support position, you should download our 401k software and begin familiarizing yourself with it.

We look forward to working with you!

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[topic 5]

Consultants Are Free to Join the 401(k) Easy Referral Partner Program

If you'd like to help us obtain new customers rather than help with serving existing customers, consider our Referral Partner Program: Any 401(k) Easy customer who lists you as the Referral Partner when adopting 401(k) Easy earns you money!

-- You earn $200.00 for each third-party company that adopts a 401(k) Easy 401k plan and names you as the "How did you learn about us?" source in our order form.

-- You can choose to decline the commission and instead have us give the customer a $200 rebate on its 401(k) Easy purchase.

-- If you're an NASD Registered Representative or other government-regulated person or entity enjoined or prohibited from collecting undisclosed commissions, you MUST select the rebate option.

It's that easy! You could have simply mentioned 401(k) Easy in a conversation, e-mailed someone our web address or placed a link to our website in your website.

-- Companies, partnerships, individuals.... They're all eligible to be 401(k) Easy Referral Partners.

--You don't need ANY 401k expertise to be a 401(k) Easy Referral Partner. Just send people to our website; IT contains all the 401k expertise -- and your referrals can easily contact us via our website if they have any questions.

--The more you DO know about 401(k) Easy, of course, the more prepared you are to describe its attributes and thereby encourage people to consider the run-it-yourself 401k approach!

-- Visit especially our website's Why Choose 401(k) Easy section for a quick look at what's so great about 401(k) Easy. The Features and Benefits, Pricing and Price Comparisons, and Investments sections expand on important points made within the Why Choose... section.

--Take the tour for a global picture of the 401(k) Easy system; it can be especially useful if you have even a vague familiarity with or understanding about running a 401k plan.

-- Download our free 401k software demo for a hands-on product test. The demo is a fully functioning version of the 401(k) Easy software customized for a fictitious company plan. You can explore the software's capabilities on your own or via the guided tour contained in the demo.

-- You must be registered with us as a Referral Partner when we receive the order mentioning you as the referral source to be eligible for Referral Partner income. Register today!

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401(k) Easy Consultant Position(s) Application

For which 401(k) Easy Consultant Position(s) are you applying?

Setup Consultant position ONLY (complete Sections A and B)

Tech Support Consultant position ONLY (complete Sections A and C)

BOTH the Setup Consultant and Tech Support Consultant positions (complete Sections A, B and C)

After completing the relevant sections of this Application, scoll to the bottom and click the Submit button. We look forward to receiving your Application!

Is this your initial application, or are you submitting changes to a previously submitted application?

initial application

change(s) to previously submitted application

Section A: Applicant Infomation

Name
(first and last):

Mr. Ms.

Company name
(if any):

Type of business
(if any):

E-mail:

Phone:

-

Fax:

-

Mailing address:

City:

State:

Zip:

Section B: Setup Consultant Qualifications

Experience:

Please briefly list your experience/qualifications as they pertain to being a 401(k) Easy Setup Consultant. We may also ask you to send us a resume and/or references at a later time. If you are submitting a resume at this time (which is not necessary unless requested by us) or have already submitted one, you can simply check the "see resume" box and move on to the next question.

see resume

Do you have experience with plan conversions?

yes no not for small plans

Setup Consultant Agreement:

I, the applicant in this Setup Consultant Application, hereby accept the terms of the 401(k) Easy Setup Consultant Agreement on this day of , .

Section C: Tech Support Consultant Qualifications

Experience:

Please briefly list your experience/qualifications as they pertain to being a 401(k) Easy Off-site Tech Support Consultant. We may also ask you to send us a resume and/or references at a later time. If you are submitting a resume at this time (which is not necessary unless requested by us) or have already submitted one, you can simply check the "see resume" box and move on to the next question.

see resume

Equipment:

Please indicate the software systems with which you are familiar. Mark as many as are applicable. (Although we only REQUIRE familiarity with Window 95, we do have customers using Windows 98 as well as Windows NT, and we need to know which of our Consultants can best serve their needs.)

Windows 95

Windows 98

Windows 2000

Windows NT

Off-site Tech Support Consultant Agreement:

I, the applicant in this Off-site Tech Support Consultant Application, hereby accept the terms of the 401(k) Easy Off-site Tech Support Consultant Agreement on this day of ,

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Comparison of 401(k) Easy Consultant Positions
	401k Easy Setup Consultant	401(k) Easy Off-site Tech Support Consultant
job description:	Assist 401(k) Easy customers via telephone with understanding their 401k plan customization choices and with getting their plans up and running using the 401(k) Easy system. Maximum of four (4) hours per client (hours can be spread over a 60-day period)	Provide technical assistance via telephone to 401(k) Easy clients who have questions about using their 401(k) Easy software and companion materials
pay:	$300 per client block (up to max. of 4 hours in 30 days)	$20 per 15 minute block of time
job location:	your own home or office	your own home or office
experience, qualifications:	-- familiarity with small business 401k plans -- understanding of our plan customization choices and the typical potential effect(s) each has on a small business 401k plan -- adept at explaining 401k concepts to lay people (within a reasonable amount of time) as the concepts apply to the caller's situation -- functional familiarity with our 401(k) Easy software; must be able to reasonably execute all day-to-day 401k administration tasks and help a novice do the same -- good phone skills; professional phone manner -- familiarity with PC systems	-- familiarity with small business 401k plans< -- demonstrated proficiency at using 401(k) Easy software and companion materials to address spectrum of common 401k needs (test given) -- demonstrated proficiency at helping people having trouble using the 401(k) Easy system (test given) -- good phone skills; professional phone manner -- familiarity with PC systems (Windows 95 necessary; Windows 98 helpful)
other requirements:	-- need own PC setup with Windows 95 (or later) system software and a CD-ROM -- need modem and reliable e-mail account for communicating with us regarding work assignments -- need reliable phone (cellular OK as long as transmission is always clear) -- must be available during normal business hours; pager/cell phone availability OK so long as when client is contacted it is in a professional manner and from a location that in no way inhibits the phone discussion (no excessive or nonprofessional background noise)	-- need own PC setup with Windows 95 (or later) system software and a CD-ROM -- need modem and reliable e-mail account for communicating with us regarding work assignments -- need reliable phone (cellular OK as long as transmission is always clear) -- must be available during normal business hours; pager/cell phone availability OK so long as when client is contacted it is in a professional manner and from a location that in no way inhibits the phone discussion (no excessive or nonprofessional background noise)
notes:	-- NO investment advice -- NO selling -- NO traveling -- NO liability to you	-- NO investment advice -- NO selling -- NO traveling -- NO liability to you

	401(k) Easy Consultant Position(s) Application
	For which 401(k) Easy Consultant Position(s) are you applying?	Setup Consultant position ONLY (complete Sections A and B) Tech Support Consultant position ONLY (complete Sections A and C) BOTH the Setup Consultant and Tech Support Consultant positions (complete Sections A, B and C) After completing the relevant sections of this Application, scoll to the bottom and click the Submit button. We look forward to receiving your Application!
	Is this your initial application, or are you submitting changes to a previously submitted application?	initial application change(s) to previously submitted application

	Section A: Applicant Infomation
	Name (first and last):	Mr. Ms.
	Company name (if any):
	Type of business (if any):
	E-mail:
	Phone:	-
	Fax:	-
	Mailing address:
	City:
	State:
	Zip:

	Section B: Setup Consultant Qualifications
	Experience:	Please briefly list your experience/qualifications as they pertain to being a 401(k) Easy Setup Consultant. We may also ask you to send us a resume and/or references at a later time. If you are submitting a resume at this time (which is not necessary unless requested by us) or have already submitted one, you can simply check the "see resume" box and move on to the next question. see resume
	Do you have experience with plan conversions?	yes no not for small plans
	Setup Consultant Agreement:	I, the applicant in this Setup Consultant Application, hereby accept the terms of the 401(k) Easy Setup Consultant Agreement on this day of , .

	Section C: Tech Support Consultant Qualifications
	Experience:	Please briefly list your experience/qualifications as they pertain to being a 401(k) Easy Off-site Tech Support Consultant. We may also ask you to send us a resume and/or references at a later time. If you are submitting a resume at this time (which is not necessary unless requested by us) or have already submitted one, you can simply check the "see resume" box and move on to the next question. see resume
	Equipment:	Please indicate the software systems with which you are familiar. Mark as many as are applicable. (Although we only REQUIRE familiarity with Window 95, we do have customers using Windows 98 as well as Windows NT, and we need to know which of our Consultants can best serve their needs.) Windows 95 Windows 98 Windows 2000 Windows NT
	Off-site Tech Support Consultant Agreement:	I, the applicant in this Off-site Tech Support Consultant Application, hereby accept the terms of the 401(k) Easy Off-site Tech Support Consultant Agreement on this day of ,