MDB 401(k)

Order the 401k software demo

Order your FIRST PLAN MDB401k system -- or request help in completing your order
(for companies with NO existing 401k plan or other retirement plan to be converted into a run-it-yourself MDB401k plan)

Order your CONVERSION PLAN MDB401k system -- or request help in completing your order
(for companies with an existing 401k plan or other retirement plan to be converted into a run-it-yourself MDB401k plan)

The order fulfillment process

Complete the appropriate MDB401k order form even if all you want is information.

First Plan MDB401k Systems

Thank you for your interest in MDB401k!

Please complete our First Plan Order Form to order MDB401k or request information about our run-it-yourself 401k. For any plan customization item about which you are undecided or would like help or additional information, please mark the "Unsure. Please contact..." button.

-- If you already have a 401k plan or other retirement plan and are interested in converting it to a MDB401k run-it-yourself plan, please use our Conversion Plan Order Form.

MDB401k is an adaptable 401k plan and 401k plan administration system. Your company has numerous customization options with MDB401k, including...

-- Your 401k plan participation eligibility requirements.

-- Whether or not your 401k software will automatically enroll employees in your plan as soon as they meet the participation requirements you set for your 401k plan.

-- Whether or not your plan will offer employer matching and/or profit sharing and/or qualified nonelective contributions and, if so, the rate(s) at which the contributions will be made.

-- The rate(s) of vesting to be applied to any employer matching and/or profit sharing contributions being made.

-- Whether or not your plan will permit 401k loans.

We hardwire each of your customization decisions into your MDB401k software before mailing your package out to you. Your plan-specific MDB401k software will integrate all relevant aspects of your plan into its 401k plan administration processing functions.

-- To get started, please complete an order form

-- If you already have a 401k plan or other retirement plan and are interested in converting it to a MDB401k run-it-yourself plan, please use our Conversion Plan Order Form.

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Conversion Plan MDB401k Systems

If your company currently has a 401k plan or other retirement plan and is interested in converting that plan to a MDB401k run-it-yourself plan, please complete our Conversion Plan Order Form.

-- For any conversion plan customization item about which you are undecided or would like some help or additional information, please mark the "Unsure. Please contact..." button.

-- If your company DOES NOT currently have a 401k plan or other retirement plan, please use our First Plan Order Form.

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The MDB401k Order Fulfillment Process

After you submit your MDB401k order, a representative will call you within 24 hours (on business days) to go over any items you marked as "Unsure" and to answer any additional questions you have.

When our representative calls you, you will be able to pay your $500 MDB401k setup fee using your Visa, Mastercard, or American Express Card, or you can send a check through the mail; there is a five-day holding period on all check orders.

-- As soon as we receive your setup fee, we will prepare your official 401k Adoption Agreement and Summary Plan Description for your review, then customize your 401k software upon your OK of the documents and payment of your MDB401k annual fee.

Depending on how quickly they get back to us in reviewing their 401k Adoption Agreement, most clients have their customized MDB401k systems within two weeks.

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Complete the appropriate MDB401k order form even if all you want is information.

Even if you're undecided about MDB401k being the retirement plan answer for your company and all you'd like at this time is to speak with a MDB401k 401k professional, consider completing our appropriate order form:

-- Our order forms collect the information our 401k professionals need to answer specific questions about MDB401k's applicability to your company and its 401k needs.

-- Our order forms show you your exact 401k plan and 401k plan administration software customization choices.

-- Complete all relevant areas of our First Plan order form if your company DOES NOT currently have a 401k plan.

-- Complete all relevant areas of our Conversion Plan order form if your company DOES currently have a 401k plan.

Completing either order form in no way obligates you to purchase any MDB401k product.

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