Introduction... The below are vendors that might be useful to 401k Enginuity customers and their businesses. (Potential vendors - please click here.) back to top Asset Custodians & Trustees... Delta Data Software, Inc. (www.deltadatatrust.com) Dedicated to the delivery of mutual fund processing solutions.  Designed to provide self clearing of mutual funds through NSCC (National Securities Clearing Corporation)
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	Asset Custodians & Trustees
	Personal Financial Planning
	Wireless & Voice Response Units
	Cash Transfer Systems
	Professional Services & Software
	Hardware Vendors

Fidelity (www.ibg.fidelity.com)   First Trust (www.firsttrust.com)   Matrix Settlement and Clearance Services (www.matrixbancorp.com) A division of Matrix Bancorp, MSCS provides a fully automated and low-cost solution for mutual fund trade processing to over 20,000 mutual funds. Matrix provides this automation while allowing their clients to maintain full ownership of all accounts with the mutual fund companies.   Schwab (www.schwab.com)   Walker McRae (www.walkermcrae.com)   back to top

Personal Financial Planning... Benefits 401, Inc. (www.benefits401.com) Provides 401k and financial education for employees in electronic formats (CD-ROM, Intranet and Internet). Provide generic software and customization of our 401(k) Wizard software to get employees into their 401k. Captools (www.captools.com) Portfolio management software that's an investment record keeping, performance measurement and portfolio management reporting tool designed for professional money managers, sophisticated individual investors, and others entrusted with managing investment assets. ClearFuture (www.morningstar.com/Cover/ClearFuture.html) One of Forbes magazine's "Best of the Web." An independent site devoted to 401k plans. Includes exhaustive depth of information and explanations, including fees and regulatory issues as well as links to recommended 401k related sites. Colonial Surety Company Direct (www.colonialsurety.com) Colonial Surety offers online price quotes and order forms for reasonably priced ERISA fidelity bonds for 401(k) plans. Colonial's fidelity bonds comply with US Department of Labor guidelines and requirements, and can be delivered to the purchaser the next business day. Financial Engines (www.financialengine.com) Advice on exactly how much to invest in which of your plan's 401k investments to improve your chances of reaching your retirement goals; daily tracking of those investments' performances and their effect on the client's account; ongoing advice about needed changes in the account due to current and projected investment performance and economic cycles; highly touted by the Los Angeles Times (8/5/99), San Francisco Chronicle (11/23/99), and The Wall Street Journal ((8/12/99), among others. mPower (www.mpower.com) One of Forbes Magazine's "Best of the Web." An independent site devoted to 401k plans. Includes exhaustive depth of information and explanations, including fees and regulatory issues, as well as links to recommended 401k-related sites. Matrix Settlement and Clearance Services (www.matrixbancorp.com) A division of Matrix Bancorp, MSCS provides a fully automated and low-cost solution for mutual fund trade processing to over 20,000 mutual funds. Matrix provides this automation while allowing their clients to maintain full ownership of all accounts with the mutual fund companies. PlanSponsor.com (www.plansponsor.com) A free website for plan sponsors. Departments include Breaking News, Problem-Solving, Vendor Ratings, Transactions (for dealing with vendors), Networking, and Links (to sponsor-relevant sites and access to Plan Sponsor magazine's article archives). Objective, independent information provided by plan sponsors for plan sponsors. ProTracker System (www.protracker.com) A Windows-based system that manages clients, prospects, contacts and employees for busy professional offices. Organized data by tracking client goals and objectives, client net worth, estate planning issues, insurance policies, retirement contributions, prospect and client notes, employee tasks, tax-deferred beneficiaries and client tax information. TimYounkin.com (www.timyounkin.com) One of Forbes Magazine's "Best of the Web." An independent site devoted to 401k plans. Includes exhaustive depth of information and explanations, including fees and regulatory issues, as well as links to recommended 401k-related sites. Torrid Technologies Inc. (www.torrid-tech.com) A leading provider of Internet and PC-based financial planning software, Torrid offers over 40 different planning tools that focus on issues of retirement, 401k plans, asset allocation, risk profiling and many more. back to top

Wireless & Voice Response Units... Vexis Systems (www.vexis.com) VoiceXpress Information Services is a leading system integrator and consultant specializing in IVR (interactive voice response), CTI (computer telephony integration), Voice, Data, and Internet technologies.     back to top

Cash Transfer Systems... ChekFaxx (www.chekfaxx.com) "E-commerce payment solutions" -- online electronic check writing software with Internet registration and activation, online check processing software, online real-time transaction processing, banking interface software and more for at one-time per site fee of $398. From electronicfunds.com. Output Technology Solutions (www.output.net) The leading provider of paper and electronic statements and other documents to companies who value customer communication and customer service. back to top

Professional Services & Software... 401Konnect (www.401konnect.com) A leader in the online distribution of retirement plans through the creation of its information hub for brokers, vendors and sponsors of 401k plans and other defined contribution retirement services. AccuDraft (www.accudraft.com) The first company to release a PC-based pension document software system; today serves over 250 pension firms. The software produces prototype and volume submitter documents for 401(k), Profit Sharing, Money Purchase and Defined Benefit Plans.  The software gives a complete document package including Form 5307, Notice to Interested Parties, SPDs and administrative forms. Benefit Insights, Inc. (www.benefit-insights.com) Publishes the four-page printed, personalized client newsletter, Benefit Insights, every other month for TPA firms, bank trust departments and insurance companies/agents to expand existing account relationships and increase business through referral sources. Each issue addresses a single topic relating to qualified retirement plan legislative and administrative developments. Benefitslink (www.benefitslink.com) A leading provider of employee benefits compliance information and tools. Independently published and online since 1995. Broker's Ally (www.BrokersAlly.com) Software tools, investment research, market data and news for financial professionals, broker-dealers, financial planners, advisors, banks and other investment specialists. Information provided by professionals to professionals; not for individual investors. Brokerville.com (www.brokerville.com) A "virtual community" where investment, insurance and financial professionals network with peers and industry experts. Site features include interactive real-time chats with product and service providers, Q&A discussion forums, an "Ask the Expert" area as well as a variety of other resources designed to help you manage and grow your business. FPLAN (www.fplan.com) Modular financial planning program for financial services professsionals. Analyzes net worth, cash flow, investments, education and retirement planning, disability, long-term care and life insurance needs and estate tax and liquidity. Also included are modules that illustrate investment concepts such as taxable versus tax-deferred growth and asset-repositioning. Flexible reporting options permit Summary, Detailed, Narrative or Graphic Reports. HRTools.com (www.hrtools.com) A virtual HR department on the Web. It contains everything you need to find, develop and manage employees. More than links to information, HRTools.com provides essential, interactive eTools for completing specific Human Resources functions with in-depth help and advice. Larkspur Data (www.larkspurdata.com) Has been helping financial, sales and marketing professionals increase their business through strategic database marketing since 1991. Offers accurate, up-to-date information and user-friendly software to successfully target 401k, pension and group benefit plans, high net worth individuals, and tax exempt opportunities. PensionPlanet.com (www.pensionplanet.com) Partnered with Dun & Bradstreet as their exclusive 401k, Pension and Health and Welfare software and data vendor. Maintains the largest database of Qualified Retirement Plans and Qualified Health and Welfare plans available. Most data updated monthly. Technical Answer Group (www.tagdata.com) A web-based resource for employee benefits professionals. Staffed by actuaries, attorneys, and consultants, TAG answers questions and performs research for its customers -- which include banks, insurance companies, third party administrators, and financial services firms.   Portfolio Systems, Inc (www.portfoliodirector.com) delivers portfolio management technology products to investment professionals and individual investors worldwide.     LiveRepair (www.liverepair.com) LiveRepair.com provides 24/7 Online PC Support for you and your company. We solve 75% of the problems you encounter everyday, within a short period of time. Our corporate services allow small and medium sized companies to substantially decrease their IT costs.  Apscreen (www.apscreen.com) Apscreen locates ex-employees and/or beneficiaries who have left behind retirement assets in a company's 401(k) plan.     back to top

Hardware Vendors... (to come) back to top

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