PLAN4TEN is a 401(k) plan specially designed for small businesses with 2-10 total employees who desire an easy to operate 401(k) plan. This plan is ideal for companies looking to adopt their first 401(k) plan or existing companies that may have a SIMPLE or SEP plan. Also, this plan is an excellent migration solution for owner-only businesses that have an individual(k) plan and hire their first employee.

Priced to help you attract new customers, PLAN4TEN also keeps costs for servicing and administering those plans under control. You can also control your market visibility with private label, co-brand or PAi branded options.

FEATURES

• Accommodates organizations with 2-10 total employees
• True daily valuation with real-time access to information
• Up to 15 investments
• Proprietary investments
• 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
• Accommodates integration with social security
• Quarterly employee statement mailed to the employee's home
• Access to purchase a required ERISA Fidelity Bond
• 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.