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BUSINESS ALLIANCE PROGRAMS

The Product Tie-in Program

with 401(k) Easy run-it-yourself 401k plans

 

 

1)

For no-load mutual fund companies wanting a quick and easy way to couple their investment products with clients' 401(k) Easy 401k plans

2)

For payroll services and other companies wanting a quick and easy way to couple sale of their product or service with sales of 401(k) Easy

3)

Customers get a $200 rebate on 401(k) Easy by showing valid proof of purchase of your product or service

4)

401(k) Easy customer rebates subsidize the purchase of your product or service

5)

Product Tie-in Partner "responsibilities"

6)

Sign up today -- it's easy!

401k business alliances

[topic 1]

For no-load mutual fund companies wanting a quick and easy way to couple their investment products with clients' 401(k) Easy 401k plans

401(k) Easy is THE answer for affordable, quality small business 401k plans. Don't miss out on the enormous smaller plan market just because you've found traditional third-party plans too costly or difficult to administrate!

-- Get all the benefits of providing 401k plan investments without any of the responsibilities for 401k plan administration!

-- We take care of all sales administration, plan customizations and 401(k) Easy technical support. You simply refer the customer to us.

-- The customer takes care of all plan administration in-house using 401(k) Easy.

-- You get all the benefits of having the 401k plan use your no-load mutual fund investments without any of the overhead or hassles of providing plan administration services.

-- Since you don't accept any commission or other remuneration on the 401(k) Easy sale, there's no infringement on NASD rules.

-- You can have clients convert their existing 401k plans into 401(k) Easy run-it-yourself 401k plans that use your mutual fund investments.

-- Your customers receive a rebate on their purchase of 401(k) Easy (see below).

-- You must be registered with us as a Product Tie-in Partner when we receive the order for the customer's purchase to qualify for the rebate. Register today

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[topic 2]

For Payroll Services and Other Companies Wanting a Quick and Easy Way to Couple Sale of Their Product or Service with Sales of 401(k) Easy

401(k) Easy is THE answer for affordable, quality small business 401k plans. If you provide products or services used by smaller businesses, you can encourage sale of your own product or service by informing customers that they qualify for a rebate on 401(k) Easy -- a purchase they're likely to be interested in anyway -- when they purchase your product or service!

-- We take care of all sales administration, 401k plan and 401k administration software customization as well as 401(k) Easy technical support. You simply refer the customer to us.

Having your customers qualify for the rebate is twofold:

-- Your customers name your company in the "How did you hear about us?" section of our order form when ordering 401(k) Easy.

-- Your customers then provide us with what your company accepts as valid proof of purchase of your product or service. (Please define what's acceptable to your company as "valid proof of purchase" in your Product Tie-in Partner Application. You can change your definition at any time by notifying us in writing.)

-- You must be registered with us as a Product Tie-in Partner when we receive the order for the purchase to qualify for the rebate. Register today!

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[topic 3]

Customers Get a Rebate on 401(k) Easy by Showing Valid Proof of Purchase of Your Product or Service

Having your customers "qualify" for the 401(k) Easy rebate is easy:

-- The customer lists your company, the registered Product Tie-in Partner, in the "How did you hear about us?" section of our order form.

-- The customer then also provides us with proof of purchase of your product or service.

-- You define "proof of purchase" of your product or service in your Product Tie-in Partner Application; you can change your definition at any time by notifying us in writing.

-- No-load mutual fund investment companies:
"Proof of purchase" is as simple as the customer requesting your investments be its 401k plan's investments.

-- Software and other product or service companies:
Define "proof of purchase" as broadly or narrowly as you wish. For instance, require merely a valid sales receipt or also require that the sale be within a stated time period, such as the last six months. Contact us if you need help.


[topic 4]

401(k) Easy Customer Rebates Subsidize the Purchase of Your Product or Service

Customers who list you as the "How did you hear about us?" source in our order form and provide us with proof of purchase of your product or service can qualify for the 401(k) Easy rebate.

-- the rebate more than covers the cost of many products and services. By purchasing 401(k) Easy in conjunction with your product or service, it's like the customer gets your product for free! What could be a better incentive to purchase your product or service!

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[topic 5]

Product Tie-in Partner "Responsibilities"

In signing up to be a Product Tie-in Partner you in no way commit yourself to generating any business for 401(k) Easy.

-- You pay nothing and make no commitment to generating any sales for 401(k) Easy in joining the Product Tie-in Partner Program.

-- It's up to you how much effort you want to exert in promoting 401(k) Easy. Your clients can qualify for the rebate even if you just had a tiny-type mention of our offer on your website or product advertising, or if you informed your clients about 401(k) Easy by word of mouth.

-- We DO NOT condone spamming and related marketing techniques. Please read the 401(k) Easy Product Tie-in Partner Program Agreement for details. If you have any questions, please contact us.

-- The more you know about 401(k) Easy, the more prepared you'll be to encourage people to consider the run-it-yourself 401k approach and thereby qualify for the rebate that comes only in conjunction with purchasing your product or service.

-- Visit our website's Key Reasons to Choose 401(k) Easy section for a quick look 401(k) Easy's primary attributes. The Features and Benefits, Pricing and Price Comparisons, and Investments sections expand on important points made within the Key Reasons… section.

-- Take the tour for an overview of the 401(k) Easy system; it can be especially useful if you have even a vague familiarity with or understanding of running a 401k plan.

-- Download the free software demo for a hands-on product test. The demo is a fully functioning version of the 401(k) Easy software, customized for a fictitious company plan. You can explore the software's capabilities on your own or via the guided tour contained in the demo.


[topic 6]

Sign Up Today — It's Easy!

It's easy to become a 401(k) Easy Product Tie-in Partner and enable your customers to qualify for a rebate when purchasing 401(k) Easy...

-- First, read the 401(k) Easy Product Tie-in Partner Program Agreement. All applicants must agree to the terms of the Agreement.

-- Second, complete and submit your 401(k) Easy Product Tie-in 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 Product Tie-in 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, your customers will be able to qualify for the rebate when purchasing 401(k) Easy.

-- If you later decide you want to change any aspect of your Application (such as your definition of "proof of purchase", please contact us IN WRITING (e-mail transmission OK). Any change to your Application will not become effective until we notify you in writing that the change has been accepted.

401(k) Easy Product Tie-in Partner 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)

Proof of Purchase Requirement:

Please define what your company would like us to use as "valid proof of purchase" of your product or service for companies purchasing 401(k) Easy:

Designation by the customer to use your company's investments as the 401k plan's investments (for no-load mutual fund investment companies and brokerages only)

Other (for all other Product Tie-in Partner Applicants):

Product Tie-in Partner Terms Agreement:

I, the applicant in this Product Tie-in Partner Program Application, hereby accept the terms of the 401(k) Easy Product Tie-in Partner Program Agreement on this day of .

Comments:




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