Below is the Run It Yourself 401(k) For-One Order Form. For any plan customization item about which you are undecided or would like some help or additional information, please mark the "Unsure..." button.

Run It Yourself 401(k) For-One Plan Order Form for companies with no previously established 401k plan or other company retirement plan
Part I: Company Information...
1.Company Name
2.Contact person
3.Title
4.Phone	-
5.Fax	-
6.E-mail
7.Company address
8.City
9.State	10.Zip
7-10alt)Company mail-to address:	Use address listed above as mail-to address Use other address:  .
11.Federal ID number
12.Date business commenced
13.Type of entity Please indicate your company's type: S Corporation Limited Liability Company taxed as (check one)... Partnership or Sole Proprietorship Corporation S Corporation Professional Service Corporation C Corporation Sole Proprietorship Partnership Other Is your company a member of a controlled group? More info Yes   No   Unsure. Please contact me regarding this question. Is your company a member of an affiliated service group? More info Yes   No   Unsure. Please contact me regarding this question.
14.Fiscal year on which business is run
January 1 - December 31 Other     Unsure. Please contact me regarding this item
Part II: Plan Information...
15.Investments: Investment Type view investment listings Please indicate the type of investments you want for your Run It Yourself 401(k) plan: Self-Directed Brokerage Accounts only Self-Directed Brokerage Accounts PLUS a family of No-Load Mutual Funds No-Load Mutual Funds only Load Mutual Funds only Unsure. Please contact me regarding the type of investments to offer within our Run It Yourself 401(k) plan.
16.Investments: Investment Family view investment listings Please indicate the family of funds and/or the brokerage account you wish to offer within your Run It Yourself 401(k) plan (for example, T. Rowe Price mutual funds or Charles Schwab OneSource brokerage accounts). If you have not already done so, you should look through our investment listings to view your options: . Unsure. Please contact me regarding the exact investment family and/or brokerage account to offer within our Run It Yourself 401(k) plan.
Part III: Run It Yourself 401(k) Purchase...
17.The price of your Run It Yourself 401(k) Online system: (Run It Yourself 401(k) is licensed on a calendar year basis, which requires the purchase of a new license at the beginning of each New Year)
PLAN SIZE Run It Yourself 401(k)-For-One Pricing for your custom 401k plan and plan administration system 1 owner (plus spouse, if applicable) $495 per year
18.$795 FIRST-YEAR-ONLY setup fee: (Remember, this fee, unlike the above money-back guaranteed Annual Fee, is NONREFUNDABLE but generally tax rebatable. We encourage prospective clients to try our free Demo to make sure they like Run It Yourself 401(k) Online before they have us set up a customized a system for them.)
19.TOTAL (system price + setup fee):
Part IV: Payment Preference...
NO PAYMENT IS DUE AT THIS TIME. We will contact you within 24 hours of receiving your order to confirm your designations and answer any questions you have.
20.Do you prefer to be contacted regarding your order by telephone or e-mail? Contact by phone Contact by e-mail When your Run It Yourself 401(k) representative calls you to go over any items about which you marked "unsure" and to collect additional information needed for your plan's official Summary Plan Description (SPD) and Prototype Plan Adoption Agreement, you will be able to pay your Run It Yourself 401(k) customization fee using your Visa, Mastercard, American Express Card, or by check through the mail; there is a five-day holding period on all check orders. As soon as we receive your payment we will customize your software, prepare official documents for your review, then send out your customized system. You can have your 401k up and running within two weeks -- or less!
21.How will you prefer to pay for your Run It Yourself 401(k) system when we contact you? credit card* via phone credit card* via e-mail check * Pension Systems Corporation does not add credit card processing fees to Mastercard or Visa transactions, but adds a $25 processing fee to all American Express transactions.
Part V: How did you hear about us?
22. One last thing before you submit your order: Please tell us how your heard about Run It Yourself 401(k)... Financial planning professional, friend or colleague. Please list the person and/or company name: Linked to the Run It Yourself 401(k) website from another website. Please tell us the name of the site and/or company sponsoring it: Web search. Please list the browser and search term(s), if you remember them (e.g., Netscape, 401k software): Business or trade publication. Please give the name of the publication: Other. Please explain:
23. Now please look over our User's Agreement, then submit your order or inquiry. (Submitting an order acknowledges that you have read and accept our User's Agreement but in no way obligates to making any purchase.) I have read the User's Agreement.
Tell A Friend About Run It Yourself 401(k) Become a Run It Yourself 401(k) Referral Partner! Earn $$$ for every company you send to us that adopts a Run It Yourself 401(k) plan! Sign up today -- it's free!