"Payroll Relief, an accomplished and well-structured payroll system, makes maximum effect of its Web-based architectures and its accounting-centric orientation. The result is a system that has taken leadership in the marketplace for low-cost, high-value client services."
~ Accounting Today, 2008
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401(k) Plan Services
Achieve greater profitability by expanding your practice into the value-added world of retirement plan services, earning $300-$2,000 per client.
Recorded Webinar:
How accountants can turn
401(k) into a no-hassle recurring revenue client service
Click to View
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AccountantsWorld helps to provide full service, web-based retirement solutions that are ideal for companies either starting a 401(k) plan for the first time, or have an existing 401(k) plan but want more out of their plan.
The program is a comprehensive package from initial plan design and enrollment through investment options, record keeping, and compliance testing. It bundles 401(k) investment, trustee services, and daily record keeping and administrative services into one cost-effective package that includes:
- A flexible Internal Revenue Service approved prototype plan document
- Compliance testing and government reporting
- Trustee services provided by MG Trust Company LLC
- Online performance reports and access to Morningstar
- Web-based training
- Customized enrollment materials
- Plan Sponsor Call Center and website
- Automatic account rebalancing
- On demand statements
- Load-waived mutual funds from top investment companies
- Help your clients to maximize their retirement savings with Solo(k) - a highly automated, paperless, multi-fund family retirement program designed for sole proprietors and other independent business owners.
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