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CPA Technology Advisor,
September 2008
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"Payroll Relief has allowed us to provide a smarter, more customized payroll service for our clients."
~ Jina Etienne, CPA, Silver Spring, MD
Achieve greater profitability by expanding your practice into the value-added world of retirement plan services, earning $300-$2,000 per client.
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How accountants can turn
401(k) into a no-hassle recurring revenue client service
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AccountantsWorld has partnered with ExpertPlan to provide full service, web-based retirement solutions that are ideal for companies either starting a 401(k) plan for the first time, or have an existing 401(k) plan but want more out of their plan.
The program is a comprehensive package from initial plan design and enrollment through investment options, record keeping, and compliance testing. It bundles 401(k) investment, trustee services, and daily record keeping and administrative services into one cost-effective package that includes:
A flexible Internal Revenue Service approved prototype plan document
Compliance testing and government reporting
Trustee services provided by MG Trust Company LLC
Online performance reports and access to Morningstar
Web-based training
Customized enrollment materials
Plan Sponsor Call Center and website
Automatic account rebalancing
On demand statements
Load-waived mutual funds from top investment companies
Help your clients to maximize their retirement savings with Solo(k) - a highly automated, paperless, multi-fund family retirement program designed for sole proprietors and other independent business owners.
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