Purchasing a Document
The 401kPortal® allows individual users to purchase qualified plan documents on a "one-at-a-time" basis. Thus, for example, a law firm can secure a qualified 401(k) plan volume submitter document for a client without becoming an "institutional" client of McKay Hochman.

Here's how that process works:

• The user establishes itself as a "provider". You must be a provider before you can create an employer/sponsor record. This step is where you establish your user name, password, and method of payment. While we will validate your credit card information at this point, no charge is incurred until you output a plan document.

• Once you have set up your provider account, we recommend that you review the numerous options available under the "Help" option before attempting to set up a plan. Read the manual, watch the presentations, and review the other Help documents.

• As a provider, you can set up as many employer/sponsors as you wish. You must first set up an employer/sponsor before you can create a plan for that employer/sponsor. Once you have set up an employer/sponsor, you can create a plan for that sponsor. See the online manual for details.

• After you have completed the data collection process, you can produce a plan document for the employer/sponsor by selecting the Output option. Note: When you output a plan document, we will charge your credit card for the appropriate amount. Note further that you will only be charged once for that document. Thus, you can review the document with the employer/sponsor and return to the system to make changes and create a revised document for that sponsor without incurring an additional charge.

401kPortal® Pricing

Document Only: $295
*Plan and trust document, prepared for one Plan Sponsor.

Complete Package: $495
Complete package, consisting of one *Plan and trust document, prepared for one Plan Sponsor, and the Summary Plan Description and supplemental forms.

Special Pricing

Cafeteria Plan: $295
Complete package, consisting of one Plan and trust document and adoption agreement, prepared for one Plan Sponsor, and the Summary Plan Description and supplemental forms.

403(b) Plans: $750
Complete package, consisting of one Plan and trust document and adoption agreement, prepared for one Plan Sponsor, and the Summary Plan Description and supplemental forms.

EGTRRA Cash Balance Plan: $1,500
Complete package consisting of the Plan, Summary Plan Description and supplemental forms.