Putting Cheap Technology To Work For You

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Putting Cheap Technology To Work For You

  1. 1. ASPPA Annual Conference<br />Putting Cheap Technology To Work For You: A Case Study <br />Presented By<br />Yannis P. Koumantaros, QPA, QKA<br />Spectrum Pension Consultants, Inc.<br />&<br />Adam C. Pozek, ERPA, QPA, QPFC<br />DWC Consultants, Inc.<br />Workshop #28<br />Monday, October 18, 2010<br />
  2. 2. Setting The Stage<br />
  3. 3. Setting The Stage<br />Two tech companies forming a joint venture and need to setup a 401(k) plan<br />Vlingo from Cambridge, MA<br />Zillow From Seattle, WA<br />Joint venture to be based in Seattle<br />
  4. 4. Voice commands for most mobile phones<br />Send texts, e-mails<br />Create calendar entries, tasks, memos<br />Update Facebook, Twitter<br />Downloads<br />Basic – Free<br />Plus - $17.95<br />www.vlingo.com<br />www.facebook.com/VlingoPage<br />
  5. 5.
  6. 6. Leading online real estate marketplace<br />Goal is to help people make intelligent home decisions<br />Whether it is:<br />Buying, Selling, Renting, Leasing, Remodeling, Financing<br />Zillow Evolution: Make Zillions of Data Points Available <br />Empowering People with Data and Information<br />Home is where you rest your Head; Like a Pillow<br />Downloads<br />Free<br />Advertising Revenue pays for Public Subscriptions<br />www.zillow.com<br />www.facebook.com/zillow<br />
  7. 7. Time For Some Research<br />Visit company websites first<br />Look for companies and top executives on…<br />Google<br />LinkedIn<br />Facebook<br />Downloads that may help<br />Xobni<br />Microsoft Outlook Social Media Connector<br />
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  10. 10. E-mail/address book plug-in<br />Analytics<br />Number of e-mails<br />Best times to get a response<br />Contact info<br />Auto search of social networking sites<br />Auto compilation from e-mail signatures, etc.<br />Account types<br />Basic – Free<br />Plus - $29.95/year<br />
  11. 11. Outlook Social Media Connector<br />
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  17. 17. Don’t Forget The Retirement Plans<br />FreeERISA (www.freeERISA.com)<br />Participation rates<br />Plan features<br />New comparability<br />Controlled groups<br />Multiple plans<br />Compliance issues<br />Service providers<br />GuideStar (www2.guidestar.org)<br />Look up Forms 990 for non-profits<br />
  18. 18.
  19. 19. 2F: 404(c); 2G: Total Participant Direction<br />2J: 401(k) Plan; 3E: Prototype Document<br />
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  21. 21.
  22. 22. 2K: 401(m) arrangement<br />Important difference between plans<br />
  23. 23. LinkedIn search shows 8 contacts within 1 degree of separation<br />
  24. 24. Next Steps<br /><ul><li>Call to Yannis
  25. 25. Skype
  26. 26. Online meeting with client
  27. 27. GoToMeeting
  28. 28. Summarize discussion and send to all parties
  29. 29. CopyTalk
  30. 30. Plan face-to-face meeting
  31. 31. Tungle
  32. 32. Yapta</li></li></ul><li>Free skype-to-skype video calls<br />
  33. 33. GoToWebinar<br />Unlimited webcasts<br />Up to 100 attendees each<br />$948/year<br />GoToMeeting<br />Unlimited online meetings<br />Up to 15 attendees per meeting<br />$468/year<br />Both<br />Reporting to PDF, excel<br />Recording to Windows Media<br />
  34. 34. Transcription service via phone<br />Up to 4 minutes per call<br />Results delivered same day via e-mail or secure download<br />$79.95/month<br />
  35. 35. Leaving On A Jet Plane<br />
  36. 36. <ul><li>Yapta (Your Amazing Personal Travel Assistant
  37. 37. Track Flight Prices; Save Money
  38. 38. Email Alerts on Deals when Prices Drop
  39. 39. Select Multiple Flights/Carriers/Days
  40. 40. Pick the Best Deal
  41. 41. Airline Refunds After you Buy</li></li></ul><li>Leaving On A Jet Plane<br />www.tripit.com<br />Basic version – Free<br />Pro version - $49 per year<br />
  42. 42. All Work And No Play…<br />
  43. 43. All Work And No Play…<br />
  44. 44. Submit those Reimbursements<br /><ul><li>Expense Reports that Don’t Suck! Expensify
  45. 45. Scan Photos with your iPhone, Blackberry or Android
  46. 46. Get IRS Ready eReceipts from 94% of US Credit Cards
  47. 47. Email full color PDF Expense Reports, Receipts, Etc.
  48. 48. Export Expenses to your QuickBooks
  49. 49. Reimburse Employees by Credit Card or Direct Deposit
  50. 50. Costs
  51. 51. Free to Submit
  52. 52. $5/submitter per month to approve (2 free)</li></li></ul><li>All Work & No Play…<br />
  53. 53. Other Cool Apps<br />Evernote<br />EveryTrail<br />Open Table<br />HP 12C<br />CardScan<br />Fandango<br />
  54. 54. Mobile Applications<br />iPhone<br />iTunes App Store<br />Cydia (for jailbroken phones)<br />Blackberry<br />appworld.blackberry.com/webstore<br />software.crackberry.com/homeSoftware.asp<br />www.blackberryfreeware.com<br />Android (Google)<br />http://www.android.com/market<br />http://androidcommunity.com<br />
  55. 55. Questions<br />

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