[topic 1]

Converting an Existing 401k to Web 401k Takes Only Days

Dissatisfied with your current 401k or other defined benefit plan? With the lack of service its vendors give you? With their lack of responsiveness to the needs of your company and its employees? Is your current 401k worth the aggravation -- and all those fees?

Take control: Have us convert your existing 401k plan into a Web 401k self-service 401k plan.

-- Most small businesses save 50% or more every year by switching to Web 401k.

-- You're current vendor likely already has you compiling the data Web 401k uses, so why wait (and pay for) the vendor to process it when you can upload it to your cusotmized Web 401k portal and have the results in seconds.

-- We have more than 20 years of experience in finding affordable, straight-forward solutions to even the most complex 401k conversions. We're 401k plan takeover experts.

-- In most cases, the conversion process can be completed in less than a week with little or no black-out period.

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[topic 2]

Plan Conversions Are Free

There is no extra charge for having us convert your existing retirement plan for use with Web 401k. That's right, your 401k plan conversion is absolutely FREE.

-- Our plan conversion services are covered within the one-time setup fee charged at the plan's outset to each Web 401k customer.

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 their likely total, if you like.

In most cases we're able to take care of everything involved in converting your existing 401k plan into a self-service Web 401k plan, including...

-- Corporate board resolutions

-- Notification to your employees regarding the changeover

-- Preparation of a new Summary Plan Description for your employees

-- Preparation of necessary paperwork for you to sign and deliver to your current 401k plan vendor(s), notifying them of the changeover

[topic 3]

Save Money By Switching to Web 401k

Every year, Web 401k saves companies significant amounts of money from what they'd pay for a conventional or bundled 401k plan run by a third party administrator or other outside party.

-- We offer two levels of 401k customization: Economy and Elite. Our Elite 401k costs more but has the industry's best investment and plan customization flexibility. See our Options page and Pricing page for details.

-- If your existing retirement plan has any outstanding loans or if it offers certain other features (employer matching contributions, for example) that you want to continue in your Web 401k plan, you must choose our Elite customization because such are not offered within our Economy plans. Please see the top section of our Conversion Plan Order Form for specifics.

-- Pricing for our Economy 401ks start at just $595 a year, which covers unlimited access to your plan-specific Plan Sponsor Gateway and Plan Participant Gateway. The first year only there's also the ONE-TIME $setup fee; the fee covers professional conversion and customization of your 401k plan to your needs plus professional customization of your online Plan Sponsor and Plan Participant gateways to your exact company plan.

-- Go to our Pricing page for price comparisons of Web 401k versus other national plans that offer at least some semblance of Internet service.

[topic 4]

Continue Using Your Existing 401k Plan Investments, or Choose From Hundreds of Mutual Fund Families and/or Self-Directed Brokerage Accounts

We offer two customization levels within Web 401k:

-- Web 401k Elite offers unlimited investment choice. You can choose any of hundreds of no-load mutual fund families and/or self-directed brokerage accounts to accept your 401k participants' future contributions as well as their previously accumulated 401k assets.

-- Web 401k Economy offers less, though still ample, flexibility: You can choose Schwab self-directed brokerage accounts or a family of no-load mutual funds from one of any of several well-known providers to accept your 401k participants' future contributions as well as their previously accumulated 401k assets.

Visit our Investments section for specific listings of potential 401k investments available within our Elite and Economy 401k plans.

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[topic 5]

Getting Started

Getting started is easy...

-- To discuss (or actually get started with) converting your existing company plan into a Web 401k online self-service 401k plan, fill out the below Request for Contact form.

-- Better yet, use our 401k Plan Conversion Order Form. Completing an order form IN NO WAY OBLIGATES you to purchasing Web 401k; it does, however, collect all the information we need about your existing 401k plan and preferences for your Web 401k plan to succinctly answer any questions you may have. Use the order form's "Unsure. Please contact…" buttons to earmark items you'd like to discuss with a Web 401k representative.

-- If you prefer, call us at 1-800-660-0050 to discuss your 401k plan conversion.

[topic 6]

You're Never Locked In With Web 401k

With Web 401k you have...

-- Complete control and oversight over the 401k service your employees receive.

-- Complete, direct control and oversight of your plan's assets.

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

-- Significant year to year savings.

-- The freedom to convert back out of self-service 401k plan management at any time. We can even recommend a vendor or two, if you like. Just contact us.

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