401(k) Easy Online program for companies using their price and brand name

BUSINESS ALLIANCE PROGRAMS

VAR/OEM Partner Program

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

Sell and client-customize 401k Easy Online under your brand name in our VAR/OEM Program

VAR/OEM arrangements are specific to the precise needs and objectives of the Partner

VAR/OEM Partners have complete discretion over end-user pricing, investments, and more

Choose whether or not to supply front-line customer support

Companies that should consider 401k Easy Online's VAR/OEM Partner Program

VAR/OEM Partner "obligations" and "responsibilities"

Benefits of being a 401k Easy Online VAR/OEM Partner

[topic 1]

The 401k Easy Online VAR/OEM Partner Program gives companies quick and easy access to the small plan market with a quality 401k product that's affordable to consumers yet with low start-up costs to the supplier.

-- VAR/OEM Partners are responsible the marketing and sale of their branded version of 401k Easy Online and for customizing each copy of their branded version of the 401k administration software for their clients. VAR/OEM Partners have the option of supplying front-line customer support or having us supply it.

-- All components of the 401k Easy Online system (the prototype 401k plan, the 401(k) Easy Management Guide, and access to the 401k FedForms website) are available for VAR/OEM Partners to use in their branded version of 401k Easy Online.

-- VAR/OEM Partners can modify certain aspects of 401k Easy Online to best target their market and meet their objectives. For instance, mutual fund company VAR/OEM Partners might want to modify 401k Easy Online's lineup of 401k investment options to offer only the VAR/OEM Partner's proprietary lineup of mutual fund investments, while financial software VAR/OEM Partners might want to modify 401k Easy Online's optional payroll software interface to be a standard part of the system designed for use with their proprietary small business payroll and accounting products.

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[topic 2]

Each 401k Easy Online VAR/OEM Partner contract is written to the precise needs and objectives of the Partner. Included in this website for your viewing is a sample 401k Easy Online VAR/OEM Partner Program Agreement. This Agreement is negotiated and modified on a case-by-case basis with each Partner in arriving at a working relationship.

The flexibility of the VAR/OEM Partner Program means each Partner can tailor its branded version of 401k Easy Online and sale thereof.

-- Mutual fund companies can brand a version of 401k Easy Online that bundles the 401k plan with only the company's proprietary lineup of mutual fund investments.

-- Pension administration companies can brand a version of 401k Easy Online that fits the needs of their smaller clients and smaller sales prospects as a means to build and retain a positive relationship with smaller businesses that have the potential to grow into companies that may eventually need a full-service plan administrator.

-- Insurance companies and banks can brand 401k Easy Online to secure a market position in the small 401k plan arena.

-- Financial services software publishers can use a branded version of 401k Easy Online to quickly expand their lineup of products geared to the enormous market of small businesses.

-- Payroll service providers can integrate a branded version of 401k Easy Online with their small business payroll and accounting systems to provide a seamless 401k operation for small businesses.

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[topic 3]

Each VAR/OEM Partner has complete discretion over the price it charges for its branded version of 401k Easy Online and over the investments offered within its 401k plans.

-- Each VAR/OEM Partner has complete discretion over the fee structure it uses for its branded version of 401k Easy Online both in terms of any initial setup charges and annual fees. It can give the product away (perhaps as a means to sell a related product or service) or charge whatever the Partner deems as suitable. Where you set your profit margin is up to you.

-- VAR/OEM Partners can offer whatever investment options or preset package they want in their branded version of 401k Easy Online. They can limit their offerings to a single preset grouping of investments or offer an array of choices. This freedom allows mutual fund company VAR/OEM Partners to offer only their proprietary lineups of investments. It also means non-investment-company VAR/OEM Partners can choose to edit down 401k Easy Online's offerings as a means to simplify plan ordering and customization operations.

-- VAR/OEM Partners can choose to limit 401k Easy Online's customization flexibility to any degree regarding 401k loans, employer contribution options, safe harbor options for plan operation and more. Visit our Plan Customization page for an overview of the customization flexibility offered within the master 401k Easy Online 401k plans and plan administration systems.

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[topic 4]

Front-line customer support for a branded version of 401k Easy Online may be best provided internally or instead by an outside company.

-- The option of having our professional staff provide support service means 401k Easy Online VAR/OEM Partners can concentrate on the marketing and sale of their branded version rather than sinking extensive resources into developing a customer support network.

-- Developing an in-house customer support network can delay the launch of a VAR/OEM Partner's branded version of 401k Easy Online. VAR/OEM Partners can choose, therefore, to launch their branded versions with our professional staff handling customer support while the Partner takes the time to develop its own support team. Then, when the team is ready, the Partner can amend its Agreement with us to move customer support in-house.

-- We can help VAR/OEM Partners educate and train their in-house support staff. Everything from software tutorials to on-site workshops is available. Please contact us for details.

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[topic 5]

Companies interested in establishing or expanding their presence in the small business community are encouraged to consider 401k Easy Online's VAR/OEM Partner Program. The high quality of 401k Easy Online and its strong, direct appeal to the untapped market of small business 401k plans makes it an ideal vehicle for companies wishing to establish or increase their presence in the small business community.

-- Mutual fund companies can brand 401k Easy Online to bundle with their proprietary lineup of mutual fund investments.

-- Pension administration companies can brand 401k Easy Online to fit the needs of their smaller clients and smaller sales prospects as a means to build and retain a positive relationship with smaller businesses that have the potential to grow into companies that need a full-service plan administrator.

-- Insurance companies and banks can brand 401k Easy Online to secure a market position in the small 401k plan arena.

-- Financial services software publishers can brand 401k Easy Online to quickly expand their lineup of products geared to the enormous market of small businesses.

-- Payroll service providers can integrate a branded version of 401k Easy Online with their small business payroll and accounting systems to provide a seamless 401k operation to small businesses.

401k Easy Online is, of course, fully-scalable and by no means limited to small 401k plans. The asset security and increased turnaround times it lends 401k plans as well as the control over the quality of administration services makes it attractive to companies of every size -- and therefore of interest to potential VAR/OEM Partners involved with businesses of all sizes.

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[topic 6]

401k Easy Online VAR/OEM Partners are responsible for all marketing, sales and client-customization of their branded versions of 401k Easy Online. Supplying customer support can be performed by the VAR/OEM Partner or by us, at the Partner's discretion.

-- Each 401k Easy Online VAR/OEM Partner relationship is based on the sample 401k Easy Online VAR/OEM Partner Program Agreement included in this website for your viewing (view sample Agreement; view sample Agreement as a PDF). The Agreement is negotiated and modified on a case-by-case basis.

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[topic 7]

401k Easy Online has undeniable appeal to the immense, largely untapped market of small business 401k plans. The self-service administrative setup means businesses never before able to afford a 401k plan now can, and the quality of both 401k Easy Online's flexible 401k plan and its powerful yet easy-to-use 401k plan administration system will keep clients coming back year after year.

-- Offer a great product yet bypass the R and D costs as a 401k Easy Online VAR/OEM Partner. Your company won't have to worry about research and development costs, complications or delays now or in the future, because we've taken care of developing and testing the entire system and will continue to do so with each year's upgrade. Your company gets a finished, polished package that it can then customize, brand and market to its retail audience.

-- Increase your company's market presence and forge into new areas of the market as a 401(k) Easy VAR/OEM Partner. A branded version of 401k Easy Online is a great way to open up new and untapped sales channels. The high quality of 401k Easy Online makes it a great vehicle by which to introduce your company to a new market or expand its presence within a market in which it's already known.

-- A new product is a news item. Announcing a branded "self-service" 401k plan, especially one designed for the largely ignored market of small business plans, makes for powerful and compelling business news. If your company already has established a name in the financial arena, the news is even hotter and likely to be of interest to major news organizations.

-- 401k Easy Online is for plans of ANY size. It's not limited in any way to servicing only small 401k plans. Its scaleability means VAR/OEM Partners have complete discretion over the size of the individual 401k plans their branded version of 401k Easy Online will accommodate and thus the market to target.

-- 401k Easy Online is continually being improved and upgraded. We're the leader in PC-based and web-based self-service 401k plans and related products and are continually improving and adding to our product lines to make our self-service retirement plans not only the best self-service retirement plans but the best overall retirement plans in the nation. Our VAR/OEM Partners directly benefit from our ongoing innovations -- without having to spend a single research and development dollar!

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[topic 8]

For details about a VAR/OEM Partner arrangement for your company with 401k Easy Online, contact us at oem@401k-easy-online.com or call 1-818-501-4021.

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