About 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!

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