First plan 401k Solution
Thank you for your interest in 401k Solution!
Please complete our First Plan Order Form to order your 401k Solution if this is your company's first 401(k) plan.
Whichever form you use, if there's any plan customization item about which you are undecided or regarding which you would like additional information, simply mark the "Unsure. Please contact..." button. A 401k Solution Representative will contact you regarding your order within 24 hours of its submission (see below under The Order Fulfillment Process) to discuss your order with you and answer any questions you have.
Remember, just mark the "Unsure..." button for any item regarding which you'd like help or additional information.
Please complete our First Plan Order Form to order your 401k Solution if this is your company's first 401(k) plan.
If you already have a 401k plan (or other retirement plan) and are interested in
converting it to a 401k Solution plan, please use our
Conversion Plan Order Form.
Whichever form you use, if there's any plan customization item about which you are undecided or regarding which you would like additional information, simply mark the "Unsure. Please contact..." button. A 401k Solution Representative will contact you regarding your order within 24 hours of its submission (see below under The Order Fulfillment Process) to discuss your order with you and answer any questions you have.
Remember, just mark the "Unsure..." button for any item regarding which you'd like help or additional information.
To go to the First Plan Order Form,
click here.
To go to the Conversion Plan Order Form,
click here.
To go to the 401k Solution-For-One Order Form,
click here.
Conversion plan 401k Solution
If your company currently has a 401k plan or other retirement plan, and is interested
in converting that plan for use with 401k Solution 401k plan
administration and participation, please complete our
Conversion Plan Order Form.
For any conversion plan customization item about which you are undecided or
would like some help or additional information, please mark the "Unsure.
Please contact..." button.
If your company DOES NOT currently have a 401k plan or other retirement plan,
please instead submit a
First Plan Order Form.
The 401k Solution order fulfillment process
After you submit your 401k Solution order, a representative will call you within
24 hours (on business days) to go over any items you marked as "Unsure" and to answer
any additional questions you may have.
After all your questions are answered, if you want to proceed with your order you will be able to pay your $995 401k Solution setup fee over the phone using your Visa, or Mastercard, or you'll have the option of sending a check through the mail; there is a five-day holding period on all check orders.
Depending on how quickly they get back to us in reviewing their customized 401k documents, most clients have their customized 401k Solution operational within two weeks of placing their order.
After all your questions are answered, if you want to proceed with your order you will be able to pay your $995 401k Solution setup fee over the phone using your Visa, or Mastercard, or you'll have the option of sending a check through the mail; there is a five-day holding period on all check orders.
As soon as we receive your setup fee, we will prepare your official 401k Adoption
Agreement and Summary Plan Description for your review.
Upon your approval of the documents and your payment of your 401k Solution
annual fee, we'll immediately customize and set-up your web-based self-service
401k administration and participation system and provide you with your access codes.
The customized system will integrate all relevant aspects of your 401k plan into your 401k
plan administration and participation processing functions, highly automating
many of those functions.
Depending on how quickly they get back to us in reviewing their customized 401k documents, most clients have their customized 401k Solution operational within two weeks of placing their order.
Complete the appropriate 401k Solution order form even if all you want right now is information
Even if you're undecided about 401k Solution being the retirement plan answer
for your company and all you'd like at this time is to speak with a 401k Solution
401k professional, completing the appropriate order form is a great way to get answers
to specific questions:
Use our First Plan Order Form if your company DOES NOT currently have a 401k plan; use our Conversion Plan Order Form if your company DOES currently have a 401k plan or other type of defined contribution retirement plan.
Our secure forms collect the information our 401k professionals need to answer
specific questions about 401k Solution's applicability to your company and its
401k needs.
Our secure forms show you your exact 401k Solution 401k plan and 401k plan
administration customization choices.
Completing an order form IN NO WAY obligates you to purchasing anything,
and no information you submit will be used for any purpose beyond answering
your questions about 401k Solution and its suitability to your company's 401k
retirement plan needs.
Use our First Plan Order Form if your company DOES NOT currently have a 401k plan; use our Conversion Plan Order Form if your company DOES currently have a 401k plan or other type of defined contribution retirement plan.