[topic 1]

Free Support and Training to Get Your 401k Plan Off the Ground

Your Web 401k system comes with user-friendly step-by-step instructions for launching your company plan, introducing it to your employees, and completing its management tasks. We also provide an online support center freely accessible from any Internet connection and dedicated to 401k plan operation via Web 401k.

In addition, we offer our plan sponsors FREE one-on-one support and training via telephone during each plan's launch period. Common topics such as Marketing Your 401k Plan to Your Employees, and Signing Up Plan Participants are also covered in our online, downloadable literature, but we're here to help if you have any questions or just prefer hearing the information from a friendly, experienced Web 401k representative (please note...).

-- Telephone support lines are open weekdays from 10 a.m. to 4 p.m. Pacific Time. (The phone number is provided with your Web 401k access code information upon your plan's offcial launch.)

-- E-mail support is available directly from your online Plan Sponsor and Plan Participant Gateways.

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[topic 2]

Continuing Support: The Easy Support Program (ESP)

As mentioned above, our clients receive FREE technical support and training in setting up and launching their Web 401k retirement plans. They also have ongoing FREE access to the context-sensitive help screens embedded within the Web 401k Gateways as well as to our 401k Management -- A Sponsor's Guide website, which is dedicated to 401k plan management via Web 401k. These items are part of what we call the Easy Support Program (ESP).

ESP offers a variety of customer support options for both plan sponsors and individual participants.

-- ESP Web
ESP's web-based self-service help is available 24 hours a day, seven days a week. Clients can access ESP Web via Web 401k's context-sensitive help screens and/or using the site's powerful search feature to locate needed information. ESP Web covers every imaginable topic related to 401k plan management and participation. We've been operating 401k plans almost as long as there's been such an animal; ESP Web is extremely well researched yet presented in easy-to-read layman's language. It includes both Web 401k-specific information as well as general 401k operation and participation information.

-- ESP E-mail
E-mail support is always free for simple questions that we can answer briefly. E-mailed questions that require a more comprehensive and detailed written response and/or explanation are subject to fees specified below. Turnaround is 24 to 48 hours (depending on the complexity of the issue) from the time we receive a technical support inquiry.

-- ESP Live
Telephone support is available on a per-incident basis. The higher annual fee our Web 401k Elite clients pay covers ongoing live support, whereas Web 401k Economy clients are charged (be it plan sponsor or individual participant) for the service on a case by case basis.

There's no sitting on hold with ESP Live: You leave your inquiry in our voicemail box; we call you back at your convenience with the answer and field any subsequent questions. Two levels of response times are available (see chart below).

See topic 3, below, for a chart listing these services and their relative fees, if any. All fees are billed via credit card at the time service is rendered.

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[topic 3]

Contact us if you have any questions or would like more information. If you're unfamiliar with other differences between our Web 401k Elite and Web 401k Economy products, please see our Options page.

[topic 4]

Please Note...

Our ESP support team fields questions regarding technical aspects of using Web 401k as well as regarding general plan management and participation.

-- Our people are not pension law attorneys, accountants, actuaries or tax preparers, who are the only qualified people to answer certain questions.

-- It is always advisable to consult with your tax and/or legal advisors in matters that concern your company's 401k plan.

-- Items and problems not covered by our free technical support include problems or errors caused by mutual fund companies and/or brokerages. At our discretion, we may assist in helping solve such problems or other problems not directly related to Web 401k, but we reserve the right to refer you elsewhere.

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