PLAN4ONE is the ideal individual(k) solution designed specifically for owner only employers and can accommodate multiple owners in corporate and non-corporate entities.

Priced to help you attract new customers, PLAN4ONE also keeps costs for servicing and administering the plan under control. You can also manage your market visibility with private label, co-brand or PAi branded options.

FEATURES

• Accommodates multiple owners in corporate and non-corporate entities including spouses
• True daily valuation with real-time access to information
• Up to 15 investments
• Proprietary and Non-proprietary investments
• Allows for account consolidation and rollovers
• Based on EGTRRA regulations
• 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
• Annual employee statement mailed to the employee's home
• 24 hour toll-free access to the Voice Response Unit (VRU)
• Toll-free access to client contact center
• Full-service Internet access for employer, employee and financial advisor 

Click below to download a printable PDF file.