We have no separate start-up fees, license fees, system support fees, sponsor reporting fees or annual maintenance fees.

  The prices quoted are for the complete set.

  Prices include access for unlimited concurrent users.

Please contact us if you would like to establish additional users.

Retirement Plan Document Generation Package - Annual Subscription**	$3125/yr.
Retirement Plan Documents - Per plan:*
Prototype: $295.00/Adoption Agreement      Volume Submitter: $330.00/Document or Adoption Agreement      403(b): $330.00/Adoption Agreement      Defined Benefit: $373.00/Adoption Agreement      Cash Balance, ESOP: $577.00/Adoption Agreement
Spanish Summary Plan Description If you subscribe to a retirement documents subscription, you can access an automated version of the summary plan description for qualified defined contribution plans. There is an annual fee for this service and it is available for all qualified defined contribution plans in your account. Please contact us if you would like this feature added to your account.	$190/yr.
Welfare Plan Document Generation Package - Annual Subscription **	$1315/yr.
Welfare Documents - Per plan:*
Cafeteria Plan: $257.00/Adoption Agreement     132 - Transportation Spending: $257.00/Document     Health Reimbursement Arrangement: $257.00/Adoption Agreement     Premium Only Plan: $257.00/Adoption Agreement     Wrap Plan: $257.00/Document
ftwPro Amend ftwPro, our atuomated amendment module, is available for any retirement or welfare plan in a prototype format (plans with adoption agreements). In order to generate an amendment, you simply update the online checklist of the plan for the changes you want in your amendment, enter an effective date and the system will generate a customized consent action, summary of material modifications and amendment. The annual fee will make this feature available for all retirement and welfare prototype style documents in your account. Please contact us if you would like this feature added to your account.	$565/yr.
Non-Qualified Plan Document Generation Package - Annual Subscription **	$1315/yr.
Non-Qualified Plan Documents - Per plan:*
457(b): $345.00/Adoption Agreement     409A: $525.00/Adoption Agreement
5500 Forms Package If you subscribe to the 5500/PBGC Forms Package, you will be entitled to use all current and prior year forms beginning on the date you enroll. You may purchase future versions at the time they become available. Pricing is for each block of 250 plans. For instance, if you prepare 5500s for 400 plans, the price would be $1,230.	$615/plan yr.
5500 Intermediate Package (15 plans maximum) If you subscribe to the intermediate Package, you will be entitled to the same access as a full subscription but you will be limited to preparing 5500s for 15 plans. Please contact us if you would like this intermediate subscription added to your account.	$420/plan yr.
Defined Contribution Administration Software Annual Pricing: If you subscribe to the defined contribution administration software you will have access to all the software features for annual testing, recording keeping and producing reports for your clients. Pricing is for number of plans based on the following schedule.     Up to 50 plans: $1,700/year     Over 50 plans and up to 150 plans: $3,405/year     Over 150 plans and up to 250 plans: $5,100/year     Over 250 plans and up to 350 plans: $6,800/year     Over 350 plans and up to 500 plans: $8,450/year     Over 500 plans and up to 750 plans: $10,775/year     Over 750 plans and up to 1,000 plans: $12,750/year     Over 1,000 plans and up to 1,500 plans: $17,000/year     Over 1,500 plans and up to 2,000 plans: $21,000/year     Anything over 2,000 plans: $5,250/block of 500 plans
1099 Forms Package If you subscribe to the 1099 Forms Package, you will be entitled to access/use all the forms beginning on the date you enroll. You may purchase future versions at the time they become available. If you do not want to print and mail, or if you do not want to e-file the federal forms to the IRS, take advantage of our fulfillment service; fee applies. Click here for pricing (includes volume pricing, if applicable).	$370/plan yr.
IRS Forms Package If you subscribe to the IRS Forms Package, you will be entitled to access/use these forms for a one-year period beginning on the date you enroll. Pricing is for each block of 250 plans.	$545/yr.
ftwPortal Express 10 GB of data transfer per year.	$819/block of 500 plans
ftwPortal Pro Includes a maximum of 10GB of data/year for the first block of 500 plans. Includes a maximum of 5GB of data/year for each block of 250 plans thereafter.     First block of 500 plans: $2,100/year     Every block of 250 thereafter: $1,050/year
* The "per plan" option is not available for the IRS, 5500/PBGC Forms, or 1099s. The per adoption agreement/volume submitter document fee is imposed each time an adoption agreement/plan document is generated or re-run. If you generate a large number of documents each year, you may also choose an annual subscription (Retirement Plans - $3,125 per year/Welfare Plans - $1,315 per year/Non Qualified - $1,315 per year) with no per document fee. There is no additional cost for generation of supporting materials.
**The annual subscription is separate from the per plan pricing. There is no per plan price when you sign up for the annual subscription. An annual document subscription will include up to 500 plans. Each additional block of plans (after 1,000 plans) is $2,250 per additional block of 500 retirement plans and $370 per additional block of 500 nonqualified or welfare plans (ex: for a customer with 650 retirement plans, we charge $6,250 OR for a customer with 1234 retirement plans, we charge $8,500).