401k software demo

1About the Advisors 401(k) software demo and interactive 401k software tour.

Our 401k software brings all your 401k administration duties into one convenient, fully-integrated control center designed to make running your company's plan easy and efficient. You can explore the software's functions and capabilities via the interactive tour contained in the demo program, or you can simply head off on your own within the user-friendly Windows interface.

The software demo is a nearly fully-functioning 401k administration system that operates using fictitious data for a fictitious company. You can among other things,...

-- Enter additional fictitious employee 401k participation information.

-- Have the software group employees' by "divisions," which you create.

-- Input participant investment choices and sample contribution information.

-- Process sample 401k contributions, 401k loans, and distributions.

-- Run sample month-end employee statements, ADP-compliance tests, and more.

About the only thing not included in the 401k software demo that's included in the actual Advisors 401(k) system is the EZ Fed Forms CD-ROM:

-- The series of educational literature and materials you distribute to employees to teach them about 401k plans and the general benefits of participation. These items are stored in convenient pdf (printer description file) format within your Advisors 401(k) software -- accessible at a mouse click!

-- Your plan's administration forms (plan enrollment, loan application, etc.). You'll use these forms to gather the information you need from your employees to administrate the plan. Your software customizes each form to the exact parameters of your company plan (investment choices, loan options, etc.). The forms are neatly stored in your Advisors 401(k) software, so you never have to keep printed stockpiles in your office!

-- The EZFedForms CD-ROM contains blank, ready-to-use versions of the 401k-related federal reporting forms (Summary Annual Report, 5500 series, 1099-Rs, and more) as well as annotated versions showing you exactly what information goes where. With EZFedForms, even first-time filings are easy!


 

2The Advisors 401(k) software is built on years of professional 401k experience.

Our affiliated company, Pension Service Associates ("PSA"), has been designing and administrating 401k plans for small and mid-sized companies nationwide for 15 years, plans that have proven quite popular with employers and employees alike!

-- Advisors 401(k) software is based on the very software PSA created and perfected over the years to streamline the 401k administration of its full-service plans

With Advisors 401(k) you get years of experience streamlined down to an efficient, effective 401k system designed especially for small and medium-sized companies.

Efficiency, simplicity, safety of 401k assets and keeping our 401k plans fully compliant with regulations are the designing forces behind the Advisors 401(k) system -- that and making sure the resulting plans retain the flexibility clients and their employees desire.


 

3Download the 401k software demo for free.

Click on "begin free download" for your FREE copy of the Advisors 401(k) plan administration software demo.

A File Download screen will appear, telling you that you have chosen to download the file advisors401k.EXE from the website www.advisors401k.com.

-- It will ask you what you would like to do with the file: Run it from its current location or Save it to disk. YOU MUST SELECT THE SECOND OPTION, "Save it to disk." It is not possible to run the Advisors 401(k) demo program from its website location; you must save it to your hard drive (or other drive) then run it from there.

By default the file "advisors401k.exe" will be saved to your hard drive. (If you would like to place it on a different drive, such as a SCSI drive, or within a folder in your hard drive, simply make the appropriate destination change when the Save To box pops up.)

Once the download is complete, you're ready to run the program as you would any other! Just double-click on the file "advisors401k.exe" to automatically uncompress it and launch the program!

Please note: The Advisors 401(k) software demo is a very powerful program, replete with many automated features and cross-referencing functions that work so seemlessly you never know they're there -- all you know is you're done in no time! The program is, therefore, rather a large file (16 MB). On a 56K modem, downloads can take 40 minutes or longer. An ISDN connection will deliver the download in about half the time. A Cable/DSL connection will cut the time to less than 10 minutes. Remember, you can always have us mail you a copy on CD-ROM, if you prefer. (mail a copy to you)

 


  

Tour the Advisors 401(k) system -- the software is only one component!

The software is only one component of the Advisors 401(k) system:  In addition, clients receive:

-- An IRS-approved prototype 401k plan that we work with you to customize to your company's needs.

-- Customized enrollment, participation and educational materials.

-- The mutual fund investments of your choosing.

-- The EZFedForms CD-ROM, which contains blank, ready-to-use versions of all 401k-related federal reporting forms (Summary Annual Report, 5500 series, 1099-Rs, and more) as well as annotated versions showing you exactly what information goes where. With EZFedForms, even first-time filings are easy!

-- Educational slide presentation (in convenient video format) for help with explaining
401k plans and their tremendous savings potential to your employees.

-- 3 hours of telephone technical support while you're getting your plan off the ground.

-- An additional eight 15-minute blocks of telephone technical support for use at any time during the year.

-- The Advisors 401(k) User's Guide, which explains what you have to do and how to use the Advisors 401(k) system to do it, quickly and easily.

 

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