401k Easy Online Order Form for Companies That Do NOT Currently Sponsor a Retirement Plan

Below is the 401k Easy For-One Order Form. For any plan customization item about which you are undecided or would like some help or additional information, please mark the "Unsure..." button.

-- If your company already has a one-person 401k plan or other retirement plan and is interested in converting it to a 401k Easy For-One self-service plan, please also complete the form below.

In case you're interested...
You might notice items seem to be missing in the below in that the grey numbering jumps, for instance, from item 17 to item 30. The "missing" items are merely customization parameters that aren't relevant to one-person plans (for instance, in a one-person plan you're by default your plan's trustee, thus there's no reason to waste your time having you define such).

401k Easy Online For-One Order Form

Part I:Company Information...

2) Company name:
3) Contact person:
4) Title:
5) Phone:	-
6) Fax:	-
7) E-mail:
9) Company address:
10) City:
11) State:
12) Zip:
9-12alt) Company mail-to address:	Use address listed above as mail-to address Use other address:
13) Federal ID number:
14) Date business commenced:
15) Type of entity:	Please indicate your company's type: Corporation Professional Service Corporation S Corporation Limited Liability Company taxed as (check one)... Partnership or Sole Proprietorship Corporation S Corporation Sole Proprietorship Partnership other: Is your company a member of a controlled group? Yes No Unsure. Please contact me regarding this question. Is your company a member of an affiliated service group? Yes No Unsure. Please contact me regarding this question.
17) Fiscal year on which business is run:	January 1 - December 31 Other: Unsure. Please contact me regarding this item.

Part II:Plan Information...

Note:

Complete the below ONLY if the 401k Easy Online plan will be your company's FIRST retirement plan ever.

If your company already has a retirement plan and will be having 401k Easy Online replace that plan, please use our Conversion Plan Order Form instead of this New Plan Order Form. Thank You.

18) Plan Design Type:

401k Easy Online offers two levels of customization:
Our Economy Plans offer ample investment choice along with today's popular customization choices whereas our Elite Plans offer additional investment flexibility and additional plan customization control. Our Elite Plans cost roughly 50% more than our Economy plans yet still 10% or more LESS than competitors' plans. Please see our Pricing and Price Comparisons page for details.

Which level of customization do you want?

Economy

Elite

27) Employer contributions:

Your company can contribute to plan participants' accounts in any of three ways:
(1) regular matching contributions (available in our Elite plans only),
(2) discretionary employer contributions, and/or
(3) qualified nonelective contributions.

Regular matching contributions (RMCs) are defined in terms of participant's elective contribution (e.g., 50¢ contributed by the employer for each dollar contributed by the plan participant). Discretionary employer contributions (DECs) are basically profit-sharing contributions, although the employer's contribution does not have to be limited to net profits.

FOR ELITE PLANS ONLY (please check "not applicable: Economy plan" if you're ordering an Economy plan)

1) Will your company be making any REGULAR MATCHING CONTRIBUTIONS to employees' accounts?

Not applicable: Economy Plan.

No regular matching contributions will be made.

Our company MAY make matching contributions equal to a discretionary percentage that our company will determine at a later time.

Our company WILL make regular matching contributions at a rate of % (e.g., 50%) to each dollar our participants defer into the plan.

Our company WILL make regular matching contributions at a rate of % (e.g., 50%) to each dollar our participants defer into the plan, up to a maximum annual matching contribution of (check and complete one):

$ per participant per year.

% of the participant's compensation per year.

a discretionary percentage of the participant’s compensation or a discretionary dollar amount, the percentage or dollar amount to be determined by our company on a uniform basis to all participants.

AND our company (check one) will will not contribute an additional discretionary percentage, to be determined by our company.

Other:

Unsure. Please contact me regarding regular matching contributions.

FOR ALL PLANS

2) Would your company like to have the option of being able to make DISCRETIONARY EMPLOYER CONTRIBUTIONS (i.e., profit-sharing contributions) to employees' accounts?

No, we do not want the option of even possibly making profit-sharing contributions.

Yes, our company will POSSIBLY make profit-sharing contributions in an amount to be determined by our company. and (check one) does does not want contribution amounts to be limited to current or accumulated net profit. (Checking this option in no way obligates your company to making any actual contributions, it simply leaves open the possibility that you might.)

Unsure. Please contact me regarding profit-sharing contributions.

NOTE: ALL EMPLOYER CONTRIBUTIONS ARE 100% VESTED IMMEDIATELY IN A ONE PERSON PLAN.

29) Loans:

FOR ELITE PLANS ONLY (please check "not applicable: Economy plan" if you're ordering an Economy plan)

Do you want your 401k Easy Online plan to allow for 401k loans (that is, for participants to borrow from their accounts)?

Not applicable: Economy Plan

Yes

Unsure. Please contact me regarding this item.

30) Investments:
Investment Type

(view investment listings)

Please indicate the type of investments you want for your 401k Easy Online plan:

Self-Directed Brokerage Accounts only

Self-Directed Brokerage Accounts PLUS a family of No-Load Mutual Funds (ELITE PLANS ONLY)

No-Load Mutual Funds only

Load Mutual Funds only

Unsure. Please contact me regarding the type of investments to offer within our 401k Easy Online plan.

31) Investments:
Investment Family

(view investment listings)

Please indicate the family of mutual funds and/or the brokerage account you wish to offer within your 401k Easy Online plan (for example, T. Rowe Price mutual funds or Charles Schwab OneSource brokerage accounts). If you have not already done so, you should visit our Investments page to view your options — or instead contact us for help by clicking the "Unsure..." button below.

Economy clients, please remember...
Your plan will be limited to your choice of one family of mutual funds (i.e. Fidelity, T. Rowe Price, Vanguard) or one group of self-directed brokerage accounts (i.e. Ameritrade or Charles Schwab). Elite clients, on the other hand, have the entire spectrum of investments and self-directed brokerage accounts linked to from our Investments page from which to make their choices.

Unsure. Please contact me regarding the exact investment family and/or brokerage account to offer within our 401k Easy Online plan.

Part III:401k Easy Online Purchase...

33) Please enter in the blank at right the Annual Access Fee appropriate to your plan's customization level (Economy or Elite). The below prices INCLUDE your 10% ADI discount.

Plan Size	401k Easy Online Annual Access Fee
Plan Size	Economy Plans	Elite Plans
1 eligible employee (and spouse)	$355.50 a year	$535.50 a year

34) $125 FIRST-YEAR-ONLY setup fee:
(Remember, this fee, unlike the above money-back guaranteed Annual Fee, is
NONREFUNDABLE but generally tax rebatable.
We encourage prospective clients to try our free Demo
to make sure they like 401k Easy Online before they have us set up a customized a system for them.)

35) TOTAL (system price + setup fee):

Part IV:Payment Preference...

NO PAYMENT IS DUE AT THIS TIME. We will contact you within 24 hours of receiving your order to confirm your designations and answer any questions you have. At that time you'll be able to make your payment (see below).
36) Do you prefer to be contacted regarding your order by telephone or e-mail?	by phone by e-mail
WE'LL CONTACT YOU TO ANSWER YOUR QUESTIONS & TAKE YOUR PAYMENT INFO. When your 401k Easy Online representative contacts you to go over any order form items about which you've marked "Unsure" and to collect additional information needed for your plan's official Summary Plan Description (SPD) and Prototype Plan Adoption Agreement, you will be able to pay the $500 NONREFUNDABLE customization fee over the phone using your Visa, Mastercard, American Express Card, or you can pay by check through the mail; there is a five-day holding period on all check orders. As soon as we receive your payment we will customize your plan, prepare official documents for your review, then customize your plan management and participation Gateways, at which point you'll pay the Annual Access Fee relevant to your plan's size, and be ready to go. From the day you submit your order, you can have your fully customized online 401k plan up and running in just two weeks -- or less!
37) How will you prefer to pay for your 401k Easy Online system when we contact you?	credit card via phone credit card via e-mail check

Part V:How did you hear about us?

38) One last thing before you submit your order:

Please tell us by checking off one or more of the below how your heard about 401k Easy Online.

Financial planning professional, friend or colleague. Please list the person and/or company name:

Linked to the 401k Easy Online website from another website. Please tell us the name of the site and/or company sponsoring it:

Web search. Please list the browser and search term(s), if you remember them (e.g., Netscape, 401k software):

Business or trade publication. Please give the name of the publication:

Other. Please explain:

Tell a friend about 401k Easy! Earn $$$ for every referral.

Earn $$$ for every company
you refer to us
that adopts a 401k Easy Online 401k plan

Sign Up Today

39) Now please look over our User's Agreement, then submit your order or inquiry. (Submitting an order acknowledges you have read and accept our User's Agreement but in no way obligates you to making any purchase.)

I have read the User's Agreement.

EASYTEC SYSTEMS,INC.
13417 Ventura Boulevard Sherman Oaks, CA 91423
Phone: (800) 660-0050 E-mail: sales@401k-easy-online.com Fax: (818) 501-4050



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