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Converting Existing Plans

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



Converting your existing 401k to 401(k) Easy takes only days


401(k) Easy plan conversions are FREE


Save 60% to 90% every year by converting your small or mid-sized 401k plan to use with 401(k) Easy


Continue using your existing 401k plan investments, or choose from hundreds of mutual fund families and/or self-directed brokerage accounts


Getting started


You're never locked in with 401(k) Easy

[topic 1]

Save money with 401k EasyConverting Your Existing 401k Plan to 401(k) Easy Takes Only Days!

Dissatisfied with your current 401k plan? With the lack of service its vendors give you? With their lack of responsiveness to the needs of your company and its employees? Is your current 401k worth the aggravation — and all those fees?

Take control! Have us convert your existing 401k plan into a 401(k) Easy run-it-yourself 401k plan.

-- Most small businesses save 60% to 90% every year by switching to 401(k) Easy.

-- You're current vendor likely already has you compiling the data 401(k) Easy uses — so why wait (and pay for) them to process it when you can have customized 401(k) Easy software that will do it in seconds right from your desktop PC!

-- We have more than 15 years of experience in finding economical, straight-forward solutions to even the most complex 401k conversions. We're 401k plan takeover experts!

-- In most cases, the conversion process can be completed in less than a week.


[topic 2]

401(k) Easy Plan Conversions are FREE

There is no cost for having us convert your existing 401k plan into a 401(k) Easy run-it-yourself 401k plan. That's right — your 401k plan conversion is absolutely FREE!

-- Plan conversion services are covered by your one-time, first-year-only $495 401(k) Easy plan and system customization fee, which all new customers pay. (Click here to view a pricing chart.)

You may, however, incur charges from the vendor you are leaving. We can research these charges for you and give you a rough estimate of their likely total.

In most cases we're able to take care of everything involved in converting your existing 401k plan into a run-it-yourself 401k plan, including…

-- Corporate board resolutions

-- Notification to your employees regarding the changeover

-- Preparation of a new Summary Plan Description for your employees

-- Preparation of necessary paperwork for you to sign and deliver to your current 401k plan vendor(s), notifying them of the changeover


[topic 3]

Save 60% to 90% — Every Year — By Converting Your Small or Mid-Sized 401k Plan for Use With 401(k) Easy

Every year, 401(k) Easy saves companies 60% to 90% off what they'd pay for a conventional or bundled 401k plan run by a third party administrator or other outside party.

-- Our pricing starts at just $495 a year (plus the first-year-only plan and software customization fee) and increases ONLY with plan size. ALL options and 401k services are included.

--  Visit our pricing and price comparisons pages to see how much your company can save.


[topic 4]

Continue Using Your Existing 401k Plan Investments, or Choose From Hundreds of Mutual Fund Families and/or Self-Directed Brokerage Accounts

Many mutual fund companies will continue to accept your 401k contributions when you change your existing record keeping to a 401(k) Easy run-it-yourself arrangement. If your company's current investment offerings happen to not be compatible with the 401(k) Easy system, your plan's participants can avoid problems and fees by leaving the money they've already put into previous plan investments where it is, and putting only future deferrals into any of the new investments you choose to offer within your company's 401(k) Easy plan.

-- You can choose no-load mutual fund families and/or self-directed brokerage accounts to accept your 401k participants' future contributions.

-- Visit our Investments section for specific listings of potential 401k investments.

-- Call (800) 595-4015 to talk with a 401(k) Easy representative about any aspect of 401k plan conversions, or send us an e-mail.

[topic 5]

Getting Started

Getting started is easy!

-- Fill out the Request for Contact form below — or better yet use our 401k Plan Conversion Order Form. Our 401k plan conversion order form gives us all the information we need about your existing 401k plan and preferences for your 401(k) Easy plan to get right to work. You have the option of checking "Unsure. Please contact…" for any item you'd like to discuss with us. Completing the 401k plan order form IN NO WAY OBLIGATES you to purchasing 401(k) Easy.

-- If you prefer, simply call us at (800) 595-4015. 

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back to page topics

[topic 6]

You're Never Locked In With 401(k) Easy

With 401(k) Easy you have...

-- Complete control and oversight over the 401k service your employees receive.

-- Complete, direct control and oversight over your plan's assets.

-- A 401k plan that's flexible, reliable and easy to administrate.

-- Free technical support.

-- Significant year to year savings.

Some day, of course, your business may grow in such a way that you decide you no longer want to handle your 401k plan administration in house. No problem — just give us a call and we can convert your do-it-yourself 401k administration setup to an outside-serviced plan at any time. We can even recommend some reasonably affordable 401k administration vendors.

-- Pension Service Associates, for instance, has been specializing in small and medium-sized full service 401k plans since 1986 and has built a reputation for creating and maintaining plans that are popular with both employees and their employers.

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