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Check all that apply	Contact me about deciding on our prospective Run It Yourself 401(k) plan's options. Contact me about converting our existing 401k plan into a Run It Yourself 401(k) run-it-yourself 401k plan. Contact me about becoming a Run It Yourself 401(k) Referral Partner and earning $200 for every qualifying Run It Yourself 401(k) purchase referred by me. (Did someone refer YOU to Run It Yourself 401(k)? Please put in the person's, company's, organization's name or web address below in the "How did you hear about us?" field.)
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The Wall Street Journal said the following about our self-service 401k software back when we introduced it in 1999:
Our 401k software and customized 401k plan proved so innovative in the 401k forum that its patented. Features that are proving particularly popular with clients include...

For more than a decade before developing our revolutionary self-service 401k system, we operated as a valued full-service provider of 401k, 403b and other government-sanctioned retirement plans.
Back then, as now, we found that by diverging from the "big plan" administrative setup used by most of the 401k industry, that rethinking the areas that were particularly inefficient, we could cut administrative overhead and save clients money. For instance...
By the mid 1990s we had so refined our software system that we saw the possibility that our clients could use a slightly more layman's version to run their 401k plans themselves (and thereby save even more money), that this would be particularly doable if the software was customized to each client's exact plan design choices (investment options, loan policies, etc.), because that would mean that processing could be even more automated. We recognized how simple it would be particularly for companies with 100 or fewer plan participants to do the basic data input and money transferring themselves, because the software does all the bookkeeping work. Our goal became to build a self-service 401k system from our in-house, full-service system and to make that system highly affordable yet flexible and of the highest quality.

In the end, the system we created enabled small business clients to spend less than 15 minutes a month running their company plan and at a cost of less than $1000 year (less than $500 a year for small businesses with only a very few employees). A rounding success for all concerned!

When 401k plans first came on the scene in the late 1970's, all the industry focus was on the big, big companies. Lots of employees meant lots of investment dollars meant lots of revenue for the 401k providers and investment companies. Everything from fee schedules to service regimes was set up to capture and service large 401k plans.

Before long, though, the big plan market was all divvied up. By the late '80s and early '90s some 401k providers developed pared-down 401k plans with which to approach the less colossal businesses. They called the plans "bundled" or "turnkey" plans, because using them was designed to be as simple as turning a key.
We, however, did not see the turnkey plans being developed as necessarily the best (or even a good) answer. So while most 401k providers lopping off desirable aspects of their big-business 401k system to create something that was supposed to woo small business clients, we opted to instead develop a 401k system specifically for small and mid-sized clients.

We created what we call a semi-bundled plan. It merged the simplicity and lower cost of turnkey plans with the flexibility and scope of many Fortune 500-type plans.

While most vendors in the 401k industry were scrambling for the big company 401ks, we were concentrating on creating plans suited to small and medium-sized companies. We made sure our plans contained the diverse features and offerings small-scale companies needed at prices they could afford.
We keep our 401k plans flexible to clients' needs and changes in those needs, because, however affordable a plan may be, it is of little use if ill-suited to the client's needs.

Even if plan participants only rarely change or add to their investment mix during the life of their 401k participation, they like to know they COULD.

The driving force behind our self-service 401k software is making 401k plans affordable to small and mid-sized companies while making the plans appealing to their employees.

Pension Systems Corporation founder, James Gilbert, has been a professional 401k investment advisor for more than 20 years. His career began shortly after the time when the 401k plan first was introduced.
We continue to provide full-service 401k plans as well as 403(b) plans (for nonprofit organizations), SEPs (for self-employed persons) and other government-sanctioned retirement savings plans along with our self-service systems, 401k Easy Online and 401(k) Easy for the PC.

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Commission or fee reduction? Do you wish to have any commission earned paid to you or given as a fee reduction to the customer? All commissions and fee reductions are paid/granted by 401(k) Pro, Inc. Union Bank of California has no liability therefore. Pay commissions fee reduction commission amount to customer Are you an NASD Registered Representative or other government-regulated person or entity enjoined or prohibited by any association or professional rules from collecting undisclosed commissions? Yes No
Referral Partner Terms Agreement: I, the applicant in this Referral Partner Application, hereby accept the terms of the Run It Yourself 401(k) Referral Partner Program Agreement on this  day of , 2000.