401(k) Easy referral for nonprofit associations to raise money

BUSINESS ALLIANCE PROGRAMS

The Nonprofit Association

for 401(k) Easy Online run-it-yourself 401k plans

The 401(k) Easy Nonprofit Association Referral Partner Program

Your members simply name your nonprofit association when ordering 401k Easy Online

401k Easy Online lets your nonprofit association raise money effortlessly

Notifying Your Membership

All nonprofit associations are eligible

Nonprofit Association Referral Partner "responsibilities"

Application

[topic 1]

Tell your membership about 401k Easy Online self-service 401k plans and earn $100 to $300 for each 401k Easy Online plan adopted by your members and qualify your members for a rebate on 401k Easy Online at the same time.

Choose the arrangement that best suits the needs of your association and its membership:

-- Schedule A: $150 referral commission, $50 customer rebate
Schedule A awards your nonprofit association $150 for each qualified referral and your members a $50 rebate on 401k Easy Online.

-- Schedule B: $100 referral commission, $100 customer rebate
Schedule B awards your nonprofit association $100 for each qualified referral and your members a $100 rebate on 401k Easy Online.

-- Schedule C: $50 referral commission, $150 customer rebate
Schedule C awards your nonprofit association $50 for each qualified referral and your members a $150 rebate on 401k Easy Online.

-- Your association must select only one of the above commission-rebate arrangements in becoming a Nonprofit Association Referral Partner, but it can change its designation at any time by notifying us in writing.

-- Your association must be registered with us as a Nonprofit Association Referral Partner when we receive your member's order for your association to be eligible for Referral Partner income and your member the corresponding rebate on 401k Easy Online.

-- Register today!

back to page topics

[topic 2]

Earning nonprofit association referral commissions from 401k Easy Online is as easy as having your members name your association in the "How did you hear about us?" section of our order form when adopting a 401k Easy Online 401k plan.

-- Your association MUST be registered with us as a Nonprofit Association Referral Partner when we receive your member's order for the referral to be eligible to generate a referral commission and customer rebate. Register today.

-- Your association pays nothing and makes no commitment to generating any sales in joining 401k Easy Online's Referral Partner Program. The Program is absolutely free.

-- Please read the 401k Easy Online Nonprofit Association Referral Partner Agreement before submitting your Nonprofit Association Referral Partner Application. If you have any questions, just contact us.

back to page topics

[topic 3]

Earning Referral Partner income is easy for nonprofit associations!

-- Just have your members mention your association when ordering.
Any member of your nonprofit association that adopts a 401k Easy Online 401k plan and names your association as the "How did you learn about us?" source in our order form earns your nonprofit association a referral commission and the member a rebate on 401k Easy Online.

-- Your association earns $50 to $150 on every order, depending on which commission-customer rebate program it has registered under (see above).

-- Your association is not obligated to do anything nor promote 401k Easy Online in any way. You'll obviously want to somehow notify your membership of their discount and your association's benefit regarding 401k Easy Online, but the effort your association puts out is up to you. So long as the member names your association as the "How did you learn about us?" source when ordering its 401k Easy Online 401k plan and your association is registered with us at the time as a Nonprofit Association Referral Partner, it gains the full commission and the member the full discount pursuant to the schedule your association signed up for (see above).

-- Your association doesn't have to share any membership information. We never ask our Nonprofit Association Referral Partners to reveal contact names, phone numbers e-mail addresses or any other information about their members. We let your association inform your members about the existence of 401k Easy Online and 401k Easy Online's informative website, and let your members contact us if they'd like more information.

-- It's free to be a Nonprofit Association Referral Partner. There are no fees involved, and your association keeps the full referral commission as "profit" to put toward its good works.

-- The Nonprofit Association Referral Partner Program is open to all nonprofit associations.

back to page topics

[topic 4]

As we said above, we leave it up to you to contact your membership about 401k Easy Online. Here are some suggestions that have worked well for other Nonprofit Association Referral Partners:

-- Place a link to the 401k Easy Online website in your website.

-- Visit our ads page and choose the ad that best fits into your website. Simply download the jpeg image you want to use and link it to http://www.401k-easy-online.com.

-- E-mail mini-ads about 401k Easy Online to your membership.

-- Use any of the royalty-free 401k Easy Online jpeg images on our ads page in your solicitations, or just list our web address: www.401k-easy-online.com. Say as little or as much about 401k Easy Online as you like to inspire people to visit our website and adopt a 401k Easy Online self-service 401k plan -- and make sure people know who's sending them the ad so they know who to mark down in the "How did you hear about us?" section of our order form!

-- Run 401k Easy Online ads in your newsletter or trade group publication. Newsletter and/or trade group publications, especially ones geared toward small businesses or small business owners, are an excellent way to introduce people to 401k Easy Online. Contact us if you need print-ready artwork; full-color and greyscale logos are available by request at no charge via electronic transfer.

-- Sometimes just telling someone about a product as useful as 401k Easy Online can do the trick, whether at an association get-together or casual dinner between association friends.

-- We DO NOT condone "spam" e-mail or any other campaigns; please read the Nonprofit Association Referral Partner Agreement's section on spamming for details.

back to page topics

[topic 5]

All nonprofit associations are eligible to be 401k Easy Online Referral Partners.

-- Your nonprofit association in no way needs to be affiliated with the finance or retirement benefits industries to join our Nonprofit Association Referral Partner Program. If your membership includes working-age people and/or their employers, then our Program is right for you: You can raise money for your organization while helping your members acquire affordable, quality retirement benefits.

-- Your association doesn't need any 401k or retirement plan knowledge to be a 401k Easy Online Nonprofit Association Referral Partner. Just direct your members to our website; it contains all the explanations and expertise, and we're only a phone call or e-mail away if your members have any questions.

-- Small business-orientated nonprofit associations are particularly encouraged to join. While 401k Easy Online is completely scalable for use by companies of any size, it is particularly suited to businesses that employ up to 250 people. These businesses have largely been ignored by the traditional retirement benefits industry, and they are the most in need of affordable, quality retirement benefit options. Your association can not only raise money for itself and its good works in informing your members about 401k Easy Online, but it can also help its members have a more secure financial future.

To gain a basic understanding of 401k Easy Online (if you want such before approaching your members about our customized product/service)...

-- Visit our website's 401k Easy Online In Brief section for a quick look at what's so innovative about 401k Easy Online. The Features and Functionality, Pricing and Price Comparisons, and Investments sections expand on important points made within the 401k Easy Online In Brief... section.

-- The online demo is the ultimate hands-on product test. The demo is a fully functioning version of the 401k Easy Online software customized for a fictitious company plan.

back to page topics

[topic 6]

There are none! In signing up to be a Nonprofit Association Referral Partner you in no way commit your organization to generating any referral business for 401k Easy Online.

-- You pay nothing and make no commitment to generating any sales in joining the 401(k) Easy Nonprofit Association Referral Partner Program.

-- Please read the 401(k) Easy Nonprofit Association Referral Partner Agreement before submitting your 401k Easy Online Nonprofit Association Referral Partner Application. If you have any questions, just contact us.

back to page topics

[topic 7]

To become a 401(k) Easy Referral Partner and earn your association a $50, $100 or $150 commission (and generate the corresponding $150, $100 or $50 rebate for your member, see top of page) for EACH company adopting a 401k Easy Online 401k plan that names your association as the "How did you learn about us?" source in our order form...

-- First, read the 401(k) Easy Nonprofit Association Referral Partner Agreement. All Nonprofit Association Referral Partner applicants must agree to the terms of the Agreement for their Nonprofit Association Referral Partner Applications to be acceptable.

-- Second, complete and submit your 401k Easy Online Nonprofit Association Referral Partner Application (see below). You'll receive an e-mail confirmation (or other, if you don't have e-mail) that you have been added to our Referral Partner Program and are eligible for the rights and benefits thereof as soon as your completed application has been processed. Once you receive this written confirmation, you're eligible to earn referral commissions (and your members the corresponding rebate).

-- If you later decide you want to change any aspect of your Application — such as the commission-rebate formula you've chosen — please contact us IN WRITING (e-mail transmission are OK). Any change to your Application will become effective as soon as we notify you of its acceptance in writing.

back to page topics

[topic 8] 401(k) Easy Nonprofit Association Referral Partner Application
Association name:
Nonprofit I.D. number:
Type of business:
Contact person:
E-mail:
Phone:	-
Fax:	-
Mailing address:
City:
State:
Zip:
Website Address:
Commission-Rebate Formula:	Schedule A: $150 commission for nonprofit association, $50 rebate for member purchasing 401k Easy Online Schedule B: $100 commission for nonprofit association, $100 rebate for member purchasing 401k Easy Online Schedule C: $50 commission for nonprofit association, $150 rebate for member purchasing 401k Easy Online
Referral Partner Agreement:	I, the applicant in this Nonprofit Association Referral Partner Application, hereby accept the terms of the *401(k) Easy Nonprofit Association Referral Partner Program Agreement* on this day of , .

back to page topics

401k Self-Directed Brokerage Account Listings | 401k No Load Mutual Fund Families Listings
How to Select Plan Investments | Plan Design Options | Tech Support | Free IRS Reporting Help

Legal Notes | Standard Pre-Tax 401(k) Vs. Roth 401(k)