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Technical Support

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

 

 
1)

Free Support and Training to Get Your 401k Plan Off the Ground

2)

Tech Support Covers More Than Just Software Issues

3)

Continuing Support: The Easy Support Program (ESP)

3)

ESP Fees & Free Services Chart

4)

Please note...

401k Help Is Free

[topic 1]

Free Support and Training to Get Your 401k Plan Off the Ground

Your 401k Easy system comes with user-friendly step-by-step instructions for launching your company plan, introducing it to your employees, and completing its management tasks. We also provide a free-access online support center dedicated to 401k plan operation. 

In addition, we offer our plan sponsors FREE one-on-one support and training via telephone during each plan's launch period. Common topics such as Marketing Your 401k Plan to Your Employees, and Signing Up Plan Participants are also covered in our online downloadable literature, but we're here to help if you have any questions or just prefer hearing the information from a friendly, experienced 401k Easy representative. (please note...).

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[topic 2]

Tech Support Covers More Than Just Software Issues

401(k) Easy comes with a User's Guide that covers just about every situation, but you also can give us a call (literally or via e-mail) at any time.

-- The 401(k) Easy User's Guide offers two levels of help: The Quick Guide tells you the short and simple of what to do to get your plan up and running and continued running; the accompanying 401k Help CD-ROM gives background details on 401k plan operation and techniques regarding less frequent transactions.

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[topic 3]

Continuing Support: The Easy Support Program (ESP)

As mentioned above, our clients receive FREE telephone-based technical support and training in setting up and launching their 401k Easy retirement plan. They also have ongoing FREE access to special websites dedicated to the needs of the employer sponsoring the plan, and a separate website dedicated to the needs of the employees enrolled in the company's 401k(k) plan. These special websites are part of what we call the Easy Support  Program (ESP).

ESP offers a variety of customer support options for both plan sponsors and individual participants.

-- ESP Web
ESP's web-based self-service help is available 24 hours a day, seven days a week. Clients can access ESP Web services and use the sites' powerful search features to locate needed information. ESP Web covers every imaginable topic related to 401k plan management and participation. We've been operating 401k plans almost as long as there's been such an animal; ESP Web is extremely well researched yet presented in easy-to-read layman's language. It includes both 401k Easy-specific information as well as general 401k operations and participation information.

-- ESP E-mail
E-mail support is always free for simple questions that we can answer briefly. E-mailed questions that require a more comprehensive and detailed written response and/or explanation are subject to fees specified below. Turnaround is 24 to 48 hours (depending on the complexity of the issue) from the time we receive a technical support inquiry.

-- ESP Live
Telephone support is available on a per-incident basis. It is charged to the plan sponsor on an incident-by-incident basis, making it a convenient, practical and economical alternative to a "fixed price" annual support fee arrangement.  

There's no sitting on hold with ESP Live; we call you back at your convenience with the answer and field any subsequent questions. Two levels of response times are available; For a chart listing these services and their relative fees, if any. Please see topic 4, below.

All fees are billed via credit card at the time service is rendered. 

 

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[topic 4]

List of ESP's Free and "Fee-Based* Support Levels

Support Levels

Plan Sponsor

Plan Participant

I. Online context-sensitive HELP available from all Plan Sponsor, and Plan Participant Gateway User Interfaces

included-no extra charge

included-no extra charge

II. Online FAQ and SEARCH of three separate databases, each geared to the needs of the plan sponsor or plan participant.

included-no extra charge

included-no extra charge

III. E-Mail Technical Support

$25 per incident

(not applicable)

IV. Telephone Support by 401k Easy Specialist -- 24- hour response -- satisfaction guarantee

$50 per incident

(not applicable)

V. Priority Telephone Support by 401k Easy Specialist -- 2-hour response --satisfaction guarantee

$75 per incident

(not applicable)

VI. Telephone Training by 401k Easy Specialist -- One-on-one training via telephone on using 401k Easy (subsequent to free setup training)

$100 per hour

(not applicable)

*All charges paid by credit card only.

 

Contact us for more information..

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[topic 5]

Please Note...

Our ESP support team fields questions regarding technical aspects of using 401k Easy as well as regarding general plan management and participation.

-- Our people are not pension law attorneys, accountants, actuaries or tax preparers, who are the only qualified people to answer certain questions.

-- It is always advisable to consult with your tax and/or legal advisors in matters that concern your company's 401k plan.

-- Items and problems not covered by our free technical support include problems or errors caused by mutual fund companies and/or brokerages. At our discretion, we may assist in helping solve such problems or other problems not directly related to 401k Easy, but we reserve the right to refer you elsewhere.

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