A commitment to technology and service is just one of the ways that The EZ 401(k) Solution is making it easy for Plan Providers to attract and retain clients. Plan Providers have complete online access to plan management functions, including...
- View a list of your plans in the system
- Establish and modify plan provisions
- View participant data, activity and balances
- Set fee structures and investments
- Create activity reports and statements
- Send/Receive messages from Sponsors and Participants
PLAN SETUP
The online Plan Design System takes you step-by-step through designing a plan. From electing plan provisions, investments and identifying the roles and responsibilities of the plan. Your customized, signature ready documents are automatically generated and e-mailed to you for review and printing.
FEES
Establish, review, and update fee activity for your plans. Fees can be processed as participant based fees or asset based fees.
REPORTS
View and print detailed histories of a variety of administration reports, including contribution statements for participants, allocation logs, loan activity, liquidations, transfers, and distributions. Plan activity is listed as current or archived, depending on appropriate factors and choices made during processing. All Plan Reports are instantly created as Adobe PDF documents for printing or archiving.
