Plan4One

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PLAN4ONE is the ideal 401(k) solution specifically for owner-only businesses. PLAN4ONE is based on the EGTRRA regulations and can accommodate multiple owners in corporate and non-corporate entities. One of the best retirement vehicles to acquire assets in a cost-effective manner.

PAi's comprehensive servicing allows financial advisors to increase assets under management with PAi's accessible contact center experts and assistance with marketing and selling initiatives.

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FEATURES

For employers:
- Accomodates multiple owners in corporate and non-corporate entities
- True daily valuation with real-time access to information
- Up to 15 investments
- Allows for account consolidation and rollovers
- Non-standardized Prototype Plan Document and Adoption Agreement
- Summary Plan Description (SPD)and Loan Policy
- Administrative Manual and Forms Kit
- Board of Directors Resolution
- Government tax reporting - including 1099R and signature-ready Form 5500
- Web based contribution processing and ACH payment of deposits
- Loan feature
- Roth 401(k) feature
- Toll-free client relationship support
- Full-service Internet access for employer, employee and financial advisor

For employees:
- 24 hour toll free access to the Voice Response Unit (VRU)
- Toll-free access to client contact center
- Full-service Internet access
- Annual Statements mailed to employee's home

Click below to download a printable PDF file.

What we solve for you

PLAN4ONE

PLAN4TEN

PLAN4MOST

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