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 five concurrent users (55Express - one user).

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

Retirement Plan Document Generation Package - Annual Subscription**	$1,950/yr.
Retirement Plan Documents - Per plan*
Prototype: $125.00/Adoption Agreement Volume Submitter: $175.00/Document or Adoption Agreement 403(b): $175.00/Adoption Agreement Cash Balance, Defined Benefit, ESOP: $275.00/Adoption Agreement
Welfare Plan Document Generation Package - Annual Subscription **	$775/yr.
Welfare Documents - Per plan*	$175/plan.
Non-Qualified Plan Document Generation Package - Annual Subscription **	$775/yr.
Non-Qualified Plan Documents - Per plan*
457(b): $175.00/Adoption Agreement 409A: $275.00/Adoption Agreement
5500 Forms Package If you subscribe to the 5500/PBGC Forms Package, you will also 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. Pricing is for each block of 250 plans. For instance, if you prepare 5500s for 400 plans, the price would be $670. Each block of 250 plans permits up to 500 participants to be entered/uploaded to Schedule SSA. Additional Schedule SSA participants are permitted by contacting support@ftwilliam.com.	$335/yr.
55Express Package (two plans maximum) If you subscribe to the 55Express Package, you will be entitled to access/use all of the forms beginning on the date you enroll. You may purchase future versions at the time they become available. You will be limited to preparing 5500s for two plans.	$125/yr.
1099 Forms Package ** If you subscribe to the 1099-R Forms Package, you will also 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. Pricing is for each block of 250 plans. For instance, if you prepare 1099-Rs for 400 plans, the price would be $500.	$250/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.	$335/yr.
* The "per plan" option is not available for the IRS, 5500/PBGC Forms or 55Express package. 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 - $1,950 per year/Welfare Plans - $775 per year) with no per document fee. There is no additional cost for generation of supporting materials.