Archimedes Systems

401(k) e-Proposal System

Welcome to the Archimedes 401(k) Proposal System Demo. This demo shows our ability to produce customized 401(k) proposals, based on the data you supply, in real-time.

How It Works In Production
When this system is implemented for a 401(k) vendor, the first thing we do is customize our back end textfile to reflect their product line (product descriptions, plan details, funds offered, fee calculation algorithms, etc.). Then we modify the front end web-based ordering system to make sure we have the data needed to support the customization in the back end.

How It Works In The Demo
This demo is based on the customized system created for a former client that has exited the 401(k) business. The demo software has been modified to disguise proprietary information. To keep the input process short and simple, we list below only some of the input choices available in that system. The remainder of the required input items are supplied by means of defaults.

Requesting A Proposal
After you enter the data you want, read the Terms of Use below, then click on the I Accept button at the bottom of the page. In less than a minute, a 20-40 page, full-color proposal will be returned to your browser in Adobe Acrobat PDF format, and a copy will also be emailed to you at the address you enter below.

Company Name:
Service Level:
Plan Type:
Plan History:	Startup Takeover
If Takeover Plan:	No. of Participating EEs:
	Current Plan Assets $
Eligible EEs:
Fee Type:
Vesting:
Allow Outside Funds:	Yes No
Loans Allowed:	Yes No
Hardship Withdrawals Allowed:	Yes No
Co. Profit Sharing Contrib:	%
Co. Profit Sharing Contrib Limit $:
401(k) Max Contrib:	%
401(k) Match Tier 1:	% of first % of compensation
401(k) Match Tier 2:	% of next % of compensation

Broker Name:
Broker Company:
Broker Address 1:
Broker Address 2:
Broker City/State/Zip:	,
Broker Phone:

Please fill in the following fields so that we can tell when you have successfully run the demo:
Your Name:
Your Job Description:
Your Company:
Your City, State:	,
Your Phone:
Your Email address (required):
Please review the information you have entered. If you judge that it is complete and correct, read the Terms of Use text below and then click on the I Accept button below to send your request to us for your PDF proposal.
Terms of Use This Demo is proprietary to Archimedes Systems, Inc., and is protected by copyright and other intellectual property rights. Archimedes retains all right, title and interest therein. By accessing the Demo, you agree not to not to use this Demo for any purpose other than evaluating the Archimedes Systems, Inc. Proposal Production System.