Converting your existing 401k plan to Advisors 
401(k) takes only days!

Dissatisfied with your current 401k plan? With the lack of service its vendors give you? With your plan vendors' lack of timely responsiveness to your employees' and your plan administrator's needs? Is it worth the headaches and costs?

Have us convert your existing plan into an Advisors 401(k) run-it-yourself plan.

We have more than 15 years of experience in finding economical, straight-forward solutions to complex 401k conversions. We're plan takeover experts!

Our streamlined conversion process makes plan takeovers easy and efficient.

We set up everything for you. Within a matter of days you'll be able to assume control of your plan's administration. From then on you'll have...

Complete control and oversight over the service your employees receive,

Complete, direct control  and oversight over your plan's assets,

A 401k plan that's flexible, reliable and easy to administrate,

Free technical support to help you get your Advisors 401(k) plan off the ground and keep it running smoothly throughout the year.

Significant year-to-year savings.

Advisors 401(k) 401k plan conversions are FREE.

There is no cost for having us convert your existing 401k plan into an Advisors 401(k) run-it-yourself 401k plan. That's right -- your 401k plan conversion is absolutely FREE!

Plan conversion services are included in your one-time, first-year-only $795 Advisors 401(k) plan and system customization fee, which all new customers pay.

You may, however, incur charges from the vendor you are leaving. We can research these charges for you and give you a rough estimate of what the costs may be. In most cases we're able to take care of everything you need in converting your existing 401k into an Advisors 401(k) run-it-yourself plan, including:

Corporate board resolutions

Notification to your employees regarding the changeover,

Preparation of a new Summary Plan Description (as required by law) for your employees

Preparation of the necessary paperwork for you to sign and deliver to your current plan vendors, notifying them of the changeover

Save 60% to 80% -- every year -- by converting your small or mid-sized 401k plan to an Advisors 401(k).

The price of your Advisors 401(k) system depends on the number of people you employ. Pricing starts at just $695 a year and increases only with plan size (meaning EVERYTHING is included in the price quoted for your plan size).

Every year, Advisors 401(k) clients save 60% to 80% off what they'd pay for a conventional or bundled 401k plan run by a third party administrator or other outside party.

Continue using your existing plan mutual fund investments or choose from hundreds of mutual fund families.

Most mutual fund companies will continue to accept your 401k contributions when you change your existing record keeping to an Advisors 401(k) run-it-yourself arrangement. If your company's current investment offerings are NOT compatible with the Advisors 401(k) system, your plan's participants can avoid problems and fees by leaving where it is the money they've already invested in previous plan investments, and putting only future deferrals into the new mutual fund investments you choose to offer within your company's Advisors 401(k) plan.

You can choose Class A, Class B or Class C mutual funds from a wide selection of providers for your Advisors 401(k) plan. Visit this website's investment pages for complete listings.

Call 1-800-660-0050 to talk with an Advisors 401(k) representative about any aspect of 401k plan conversions, or contact us via e-mail.

Getting started.

Getting started is easy!

Fill out the simple online order form below, or use our complete plan conversion order form.

If you prefer, simply call us at 1-800-660-0050.

 

Company name:
Contact person:
Mailing address:
City:
State:
Zip:
Phone number:
Fax number:
E-mail address:

How many people are currently eligible to participate in your company plan?
1-50 51-100 101-150 151-200 more than 200

Does your company currently make employer matching contributions to your employees' 401k accounts?
yes no

How many 401k loans are currently outstanding for your plan?

no loan provision loans currently outstanding

What is the approximate current value of your plan (as of your last federal report?

What are your plan's current investment options?

What company is currently handling your plan's administration? (Important if you want us to investigate any potential closing fees they might charge.) Please provide a contact name, if convenient.

Comments & Questions:

You're never locked in to the run-it-yourself arrangement.

If your company ever decides it no longer wants to to handle its own 401k plan administration, give us a call: We can convert your do-it-yourself administratiin setup to a outside-serviced plan at any time.

We recommend Pension Service Associates (PSA) for flexible, full-service, affordable 401k plans. PSA has been specializing in small and medium-sized 401k plans since 1986 and has built a reputation for creating and maintaining plans that are popular with employers and employees alike.

So if your company grows by leaps and bounds and you one day decide you'd rather pay an outside party to handle your 401k administration than handle it yourself, just let us know. (You're not locked into using Pension Service Associates, either -- although we find their services and prices unbeatable. You can go to any 401k provider you like and we'll help with the conversion.)