[topic 2]
401(k) Easy is a combination product (the prototype 401k plan and master 401k plan
administration software) and service (customization
of the plan and software to the customer's needs and
specifications). The variety of customization choices
mean 401(k) Easy cannot, in its current
configuration, be prepackaged and sold "off the
shelf." (An out-of-the-box version is under
development; its release date has not yet been announced.)
-- Some customers know exactly what they want in their 401k plan and can complete
our plan order form in its entirety without any assistance.
-- Some customers, especially those starting up their first 401k plan, need
assistance in choosing between various
customization choices (such as investment choice
or whether or not to allow for 401k loans).
-- Some customers want to convert existing 401k plans into 401(k) Easy
run-it-yourself 401k plans; their current plan
specifications may or may not be directly
transferable into 401(k) Easy.
In other words, writing up orders for 401(k) Easy can require anything from very little knowledge of 401k plans and 401(k) Easy to a fair level of expertise on the subjects. We let each of our Retail Distribution Partners decide how much 401(k) Easy order-taking responsibility they'd like to assume:
-- Refer potential customers to our website and have us take it from there.
Retail Distribution Partners can choose to simply refer potential clients to our website (or give
them our phone number) and let us take it from there. This means the bulk of the work is on us
-- yet the Retail Distribution Partner still receives the full $300 commission.
-- Have your staff take 401(k) Easy orders, but refer any questions or help requests to us.
Retail Distribution Partners can choose to have their staff write up orders as completely as they
can, then refer any questions the customer has about plan customization items to us. You can use
our plan order form (or a similar version of your own); it allows
customers to submit the information they're sure of while requesting help with plan customization
options about which they're undecided.
-- Have 401(k) Easy certified personnel handle the orders
in-house.
Our certified Consultants help customers with their
401(k) Easy orders. Retail Distribution Partners can choose to hire such personnel (or have some of
their own staff go through the certification process) to keep the entire ordering process
in-house. We reserve the right, however, to review all orders before fulfilling the actual plan and software customizations
-- Use 401(k) Easy order forms and marketing materials -- free of charge.
To facilitate our Retail Distribution Partners in their marketing and selling of 401(k) Easy, we
gladly supply them with 401(k) Easy logo and
ad materials as well as electronic submission 401(k) Easy plan order forms for inclusion in their websites;
hard-copy order forms are also available. All our 401(k) Easy order forms are designed to save processing staff time, gather all information
needed to customize the client's plan and plan administration software, and give the customer the ability
to request help with specific areas of customization.
No matter what approach or combination of approaches a Retail Distribution Partner chooses for order-taking fulfillment, Retail Distribution Partners earn the full $300 commission and the customer the full $100 rebate on all qualified orders.
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