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BUSINESS ALLIANCE PROGRAMS

The Referral Partner Program

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

 

 

1)

The 401k Easy Referral Partner Program

2)

You can earn money -- effortlessly

3)

Everyone is eligible

4)

Referral Partner "responsibilities"

5)

Sign up today to be a 401(k) Easy Referral Partner

6)

401(k) Easy Referral Partner Application

401k Programs for Businesses

[topic 1]

The 401k Easy Referral Partner Program

Any 401(k) Easy customer who lists you as the Referral Partner when adopting 401(k) Easy earns you money!

-- You earn  $200 for each third-party company that adopts a 401(k) Easy 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 referral a $200 rebate on their 401(k) Easy purchase.

-- If you're a FINRA 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 that easy! You could have simply mentioned 401(k) Easy in a conversation, e-mailed someone our web address or placed 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!

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[topic 2]

You Can Earn Money -- Effortlessly

Earning Referral Partner income is easy…

-- ANY third-party company that adopts a 401(k) Easy 401k plan and names you as the "How did you learn about us?" source in our order form earns you $200.

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

-- ANYONE can become a Referral Partner!

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

-- Place a link to the 401(k) Easy 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 us.

-- E-mail mini-ads about 401(k) Easy to friends and clients.
Use any of the royalty-free 401(k) Easy jpeg images on our ads page in your solicitations, or just list our web address: www.401keasy.com. Say as little or as much about 401(k) Easy as you like to inspire people to visit our website and adopt a 401(k) Easy run-it-yourself 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 401(k) Easy 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 401(k) Easy. 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 401(k) Easy can do the trick!

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[topic 3]

Everyone Is Eligible

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

-- You don't need ANY 401k expertise to be a 401(k) 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 401(k) Easy, of course, the more prepared you are to tout its attributes and thereby encourage people to consider the run-it-yourself 401k approach!

-- Visit our website's Key Reasons Choose 401(k) Easy section for a quick look at what's so great about 401(k) Easy. 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 a global picture 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.

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[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 401(k) Easy.

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

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

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[topic 5]

Sign Up Today to be a 401(k) Easy Referral Partner

To become a 401(k) Easy Referral Partner and earn $200 for EACH company adopting a 401(k) Easy 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 401(k) 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 401(k) 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.

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[topic 6]

401(k) 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 401(k) Easy Referral Partner Program Agreement on this day of , .

Comments:

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