401k Easy Online About 401k Easy Online Contact Us To Order
self-service 401k plans Free Interactive Demos 401k Administration Demo 401k Participation Demo
Pricing Investment Options Common Questions

Referral Partner Program

with 401k Easy Online 401k plans

1)

The 401k Easy Online Referral Partner Program

2)

You can earn money -- effortlessly

3)

Everyone is eligible

4)

Referral Partner "responsibilities"

5)

Sign up today to be a 401k Easy Referral Partner

6)

401k Easy Referral Partner Application

[topic 1]

The 401k Easy Referral Partner Program

Any 401k Easy Online customer who lists you as the Referral Partner when adopting their 401k Easy Online plan can earn you money!

-- You'll earn up to 50% of first year annual fee for each third-party company that adopts a 401k Easy Online 401k plan and names you as the "How did you learn about us?" source in our order form.

-- You can choose to decline the commission and instead have us give the customer a rebate on their purchase.

-- If you're an NASD Registered Representative or other government-regulated person or entity enjoined or prohibited by any association or professional rules from collecting undisclosed commissions, you MUST select the rebate option.

It's so easy! You could simply mention 401k Easy Online in a conversation, e-mail someone our web address or place a link to our website in your website.

-- You must be registered with us as a Referral Partner when we receive the order mentioning you as the referral source to be eligible for Referral Partner income. Register today!

back to page topics

[topic 2]

You Can Earn Money -- Effortlessly

Earning Referral Partner income is easy…

-- ANY third-party company that adopts a 401k Easy Online 401k plan and names you as the "How did you learn about us?" source in our order form earns you up to 50% of the first year's fee.

-- You can choose to decline the commission and instead let the customer have a rebate on its 401k Easy Online purchase.

-- It doesn't matter how little effort you put out to introduce the party to 401k Easy Online and encourage them to go with our self-service 401k plan, you still earn the full commission for every qualified purchase.

-- ANYONE can become a Referral Partner!

Here are some ways Referral Partners can spread the word about 401k Easy Online:

-- Place a link to the 401k Easy Online website in your website.
Visit our ads page and take your pick of the ad that best fits into your site. Simply download the jpeg image you want to use (no need to ask our permission!) and link it to www.401k-easy-online.com.

-- E-mail mini-ads about 401k Easy Online to friends and clients.
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! (We DO NOT condone "spam" e-mail campaigns; please read the Referral Partner Agreement's section on spamming for details.)

-- 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.

-- Good old fashioned word of mouth.
Sometimes just telling someone about a product as innovative as 401k Easy Online can do the trick!

back to page topics

[topic 3]

Everyone Is Eligible

Companies, partnerships, nonprofit associations, individuals.... They're all eligible to be 401k Easy Referral Partners.

-- You don't need ANY 401k expertise to be a 401k Easy Referral Partner. Just send people to our website: It contains all the 401k expertise — and your referrals can easily contact us via our website if they have any questions.

-- The more you DO know about 401k Easy Online, of course, the more prepared you are to tout its attributes and thereby encourage people to consider the self-service 401k approach!

-- Visit our website's 401k Easy Online, In Brief section for a quick look at what's so great 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 demo is a fully functioning version of the 401k Easy Online customized for a fictitious company plan. 

back to page topics

[topic 4]

Referral Partner "Responsibilities"

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

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

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

back to page topics

[topic 5]

Sign Up Today to be a 401k Easy Referral Partner

To become a 401k Easy Referral Partner and earn up to 50% of first year's annual fee for EACH company adopting a 401k Easy Online 401k plan that names you as the "How did you learn about us?" source in our order form (or have the customer qualify for the rebate)...

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

-- Second, complete and submit your 401k Easy Referral Partner Application (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 (or have customers you refer be eligible for the rebate).

-- If you later decide you want to change any aspect of your Application…
If you later decide you want to change any aspect of your Application (such as a designation to have commissions deferred to the customer as a rebate), please contact us IN WRITING (e-mail transmission OK). Any change to your Application will not become effective, however, until we notify you of its acceptance in writing.

back to page topics


[topic 6]

401k Easy Referral Partner Application

 Initial application or change to previously submitted application?

Initial application

Change(s) to previously submitted application

Company name:

Type of business:

Contact person:

Title:

E-mail:

Phone:

-

Fax:

-

Mailing address:

City:

State:

Zip:

Website address:

Reciprocal link?

Do you wish to have a link to your website placed within the Links section of our website (upon our approval)?

Yes No Not applicable (don't have a website)

Commission or rebate?

Do you wish to have any commission earned paid to you or rebated to the customer?

Pay commission Rebate commission amount to customer

Are you an NASD Registered Representative or other government-regulated person or entity enjoined or prohibited by any association or professional rules from collecting undisclosed commissions?

Yes No

Referral Partner Terms Agreement:

I, the applicant in this Referral Partner Program Application, hereby accept the terms of the 401k Easy Referral Partner Program Agreement on this day of , .

Comments:

back to page topics


Home | Contact Us | To Order | Compare 401k Easy Online with 401(k) Easy for the PC   
Pricing
| 401K Easy Online, In Brief | Live Online Demo | Thousand of Investment Options

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

Features and Functionality | Q & A | ERISA 404c Compliance | Converting Existing Plans
Full-Service Plans
| Plan Participant Gateway | Plan Sponsor Gateway | Guarantee | Advisors Gateway

401k Basics | 401k Glossary | 401k Links | One-Person 401k | About Us | Press Room
Business Alliance Programs
| Jobs | Site Map

 

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

© 2012 401k Easy Online. All rights reserved.