Order Low-Cost One-Person 401(k)

No Fees 401(k) For One can be used with or without spousal participation

* This field is required.

PART I: Company Information...
1.Company name
2.Contact person *
4.Phone *
6.E-mail *
7.Your 401(k) decision-making role
8.Company address
Zip Code
11.Company mail-to address
12.Federal ID Number
13.Date business commenced
14.Type of entity
Please indicate your company's type:
Is your company a member of a controlled group?
Is your company a member of an affiliated service group?
15.Number of full-time employees on payroll
PART III: Purchase Information...

20. 401(k) One-Person Plan Annual Fee (assessed per calendar year)

21. 401(k) One-Person Plan Setup Fee

(assessed one time only: at your plan's outset) (Remember, this fee, unlike the above Annual Fee, is NONREFUNDABLE but generally tax-deductible. We encourage you to "test drive" No Fees 401(k) before you complete your purchase. Simply request a link to our online Demo to see for yourself how easy managing your company's 401(k) online can be.

22.TOTAL (system price + setup fee)

PART IV: Payment Preference...


We will contact you within 24 hours of receiving your order to confirm your designations and answer any questions you have.

Do you prefer to be contacted regarding your order by telephone or e-mail?

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.

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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