40keSolution.com
In 2008 after spending (4) four years creating relationships for Nationwide Financial and ING now called Voya. I learned first hand about all the add-on investment fees the industry is allowed to charge plan participants. The more I learned about fees the more I better understood how these add-on fees begin to have lasting harm to the plan participants. Then I thought to myself and I had a crazy ideal.
Why not create the "unthinkable" a 401(k) plan that returns all add-on fees, it's smple math.
Lower Fees = Highest Rateof Return
I personally negotiated a "pricing model" with Mark Gutrich the founder of ePlan Services, Inc. that provides the following advantages:
1. 100% Return of All Add-On Fees
2. Pricing is reduce when total plan assets grow.
3. Zero Business Cost when total plan assets achieve $750,000 or greater.
My price model is "amazing" and in 2011 Paychex acquired ePlan Services, Inc.
We continue you sell our price model and "promote" additonal services including 3(38) Advisory firm we "promote" nationwide.
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TWIN CITIES - HQ (952) 405-9000 ADAM KELLY
We Help You Live A Better Life!
In 2025, eOnlineBenefits.com contracted to promote the 360 Advantage Platform nationwide.
In 2026, eOnlineBenefits.com "Private Labeled" the solution using several branded websites to promote how we can:
1. We help employers lower payroll taxes
2. We help qualified employees lower payroll taxes
3. We provide a "spark" to help qualified employees better manage their own "health story" using AI.
Best of all there is "no out of pocket" expense for employer and employee to take advantage of this program.
- 360AdvantagePlan.com
- AITaxStrategy.com
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