PART I: Company Information... |
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7.Your 401(k) decision-making role
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11.Company mail-to address
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PART III: Purchase Information... |
20. 401(k) One-Person Plan Annual Fee (assessed per calendar year)
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21. 401(k) One-Person Plan Setup Fee
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22.TOTAL (system price + setup fee)
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PART IV: Payment Preference... |
23.NO PAYMENT IS DUE AT THIS TIME
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24.When your 401(k) representative calls you
to go over any items about which you 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 your 401(k) customization fee using your Visa,
MasterCard, or 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 software, prepare official documents for your review, then set-up out your customized system. You can have your 401(k) up and running within the week.
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PART V: How did you hear about "No Fees 401(k)"? |
25.Before submitting your order form, please tell us how you learned about No Fees 401(k)
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26.Agreement
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