SALES CYCLE

1. Request Proposal

Please download this form.  Please complete this form and fax it to Dyatech at 601-510-9894. Dyatech will contact you to discuss or simply forward a proposal and related materials to your attention via email or mail.

2. Marketing Materials for Sales & Presentation Process

Please see the following forms that are used to create a proposal for your prospect:

	PlanPrestige PlanPrestige was designed for your clients that need that special "one on one" attention, with 100 or more eligible employees.  You receive a dedicated contact person, audit and enrollment support, annual review meetings and a corporate trustee. All that, plus over 12,000 fund options to choose from. | Fact Sheet | (updated 3/2010) PlanSelect This program was designed for a specialized market segment, a business with 26 to 99 eligible employees. You receive full-service retirement plan administration bundled with the ease of an open architecture fund platform at a great price that is guaranteed for two years. Plan Select is for a retirement plan sponsor that is looking for a high quality product, great service, the latest in technology, at a very competitive price. | Fact Sheet | PlanExpress PlanExpress was designed with the small business owner in mind, one with up to 25 eligible employees. You receive full-service retirement plan administration bundled with the ease of an open architecture fund platform at a great price. | Fact Sheet | PlanDirect PlanDirect was designed with the small business owner in mind, one with fewer than 10 eligible employees.  You receive full-service retirement plan administration bundled with a single fund family at a great price that is guaranteed for two years. | Fact Sheet | PlanSolo PlanSolo was designed specifically for the business owner with no employees other than a spouse. With PlanSolo, you receive full-service retirement plan administration bundled with the ease of an open architecture fund platform. | Fact Sheet | PlanLink PlanLink is your answer for high-quality third party administration services. Through our partnership with industry leader The Hartford, Dyatech will provide TPA-only services for your retirement plans. For a low annual fee your clients receive the same customer-friendly, knowledgeable advice and service as your local providers at a fraction of the cost. | Fact Sheet | Payroll Services This program is targeted to the small to medium sized business that may have the most complex payroll issues or simply would like to have someone shoulder the payroll processing and tax filing burden. Our Payroll Services Department is able to share employee 401(k) contribution and census data directly with our Retirement Services Department. This capability eliminates an additional processing step for you as a company, which saves you time, money, and removes the potential for mistakes.  Our focus is on saving you money, providing a high quality product, and excellent service. We are committed to state of the art technology that empowers both you, as an employer, and your employees. | Fact Sheet |

3. Once the client says “Yes”, what is the next step?

The next step for you and your client is to complete one of the Dyatech Plan Design Kits listed below.  We have a specific Plan Design Kit for each product offering listed above.  Please click on the appropriate kit below and print.  Please note, Dyatech is available for a Plan Design conference call to assist and advise on plan design and program installation.

1. PlanPrestige Plan Design Kit
1. PlanPrestige Disclosure Statement
2. PlanSelect Plan Design Kit
1. PlanSelect Disclosure Statement
3. PlanExpress Plan Design Kit
1. PlanExpress Disclosure Statement
4. PlanDirect Plan Design Kit
1. PlanDirect Disclosure Statement
5. PlanSolo Plan Design Kit
6. PlanLink Plan Design Kit
7. Payroll Services Plan Design Kit

Once the Plan Design Kit is completed please fax it back to Dyatech at 601-510-9894 and follow up with an original copy through the mail.

4. Once Dyatech receives the Plan Design Kit what happens next?

Dyatech will assign you and the your client to an Installation Specialist in our Conversion Department.  One of the specialists will immediately contact you and begin establishing timelines for the your client.  The installation specialist will also educate you and your client on the entire process and be assertive and proactive with each step.  We take the installation very serious and strive to make this a good experience for all parties involved. 

An installation specialist can be reached at anytime by email at conversions@dyatech.com or 866-651-4222, ext. 400.