CPA 401K Alliance Program

The CPA Business Alliance Program

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

Use 401k Easy Online to run your clients' 401k plans

Have your clients run their own 401k plans using 401k Easy Online

As a certified public accountant you receive a 5% discount on 401k Easy Online

Join 401k Easy Online's CPA Business Alliance Program

[topic 1]

You can use a slightly modified 401k Easy Online system to handle your clients' 401k plan administration with the same ease and efficiency granted to our traditional self-service 401k Easy Online customers. Read on, or simply contact us for details.

-- As a certified public accountant, you qualify to purchase 401k Easy Online at a 5% 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 401k Easy Online plan administration software.

-- You'll act as liason 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 401k Easy Online's great automated and plan-specific features, so running your clients' plans is quick and efficient.

-- 401k Easy Online 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 401k Easy Online 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 401k Easy Online plan with the luxury of having you handle the data processing and investment company interaction.

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[topic 2]

With 401k Easy Online you have the option of using our customized 401k systems to run your clients' 401k plans from your offices or having each client run its own 401k plan from its own office.

-- What could be easier? You refer the client to us, we create a 401k plan and plan administration system specific to your client's needs, the client handles its own plan administration while you build good will with the client for referring them to such a cost-saving yet quality alternative in 401k plans.

Your clients can receive a discount on purchasing 401k Easy Online, too, if you register with us as an CPA Business Alliance Partner (see below) and/or as a Referral Partner (see our Referral Partner page). CPA Business Alliance Partners receive a 5% discount on 401k Easy Online purchases they make (a savings they can pass on to their clients in reduced 401k administration fees, for instance); Referral Partners earn $100 per system purchased by their clients, or they can choose to qualify each client to receive a $100 rebate on its purchase of 401k Easy Online.

-- You must be registered with us as a CPA Business Alliance Partner (go to CPA registration) and/or Referral Partner (go to Referral Partner registration) before the purchase is made for you (or your clients) to be eligible for the applicable discounts and rebates.

-- Joining any of the 401(k) Easy Business Alliance Programs is absolutely FREE and puts you under no obligation to refer any client to us.

-- We never ask you to divulge any client information beyond that specific to an order actually being placed, and we never market related -- or unrelated -- products to your clients.

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[topic 3]

401k Easy Online is licensed annually, with the software and companion materials updated each year in light of 401k regulatory changes as well as general technological advances. Each client pays...

-- A one-time, non-refundable, first-year-only 401k plan setup and software customization fee of $995. No discounts are given on this fee.

-- An annual license fee that is based on plan size. For instance, a plan serving 2 to 4 employees costs just $1195 a year, one serving 5 to 10 employees costs $1295 a year, and one serving 16-20 employees costs $1695 a year. The plans you administrate will receive a 5% discount on this annual fee EVERY YEAR.

Please visit our Pricing page to view a complete price list and read about related information (such as free technical support), or click here to view only our annual fee price list.

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[topic 4]

Please complete the below regarding your qualifications to join the 401(k) Easy CPA Business Alliance Program. A representative will then contact you about using 401k Easy Online to run your clients 401k plans. Completing the below IN NO WAY obligates you to purchase anything.

CPA Business Alliance Program Application

Your name:

Your firm:

Address:

City:

State:

Zip:

Phone:

Fax:

E-mail (optional):

State Licenses:

In what states are you a certified public accountant? (check all that apply)

all
Alabama	Indiana	Nebraska	South Carolina
Alaska	Iowa	Nevada	South Dakota
Arizona	Kansas	New Hampshire	Tennessee
Arkansas	Kentucky	New Jersey	Texas
California	Louisiana	New Mexico	Utah
Colorado	Maine	New York	Vermont
Connecticut	Maryland	North Carolina	Virginia
Delaware	Massachusetts	North Dakota	Washington
Florida	Michigan	Ohio	West Virginia
Georgia	Minnesota	Oklahoma	Wisconsin
Hawaii	Mississippi	Oregon	Wyoming
Idaho	Missouri	Pennsylvania
Illinois	Montana	Rhode Island

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401k Self-Directed Brokerage Account Listings | 401k No Load Mutual Fund Families Listings
How to Select Plan Investments | Plan Design Options | Tech Support | Free IRS Reporting Help

Legal Notes | Standard Pre-Tax 401(k) Vs. Roth 401(k)