Expand your financial capabilities working with 401k Easy Online.

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The 401k Easy Online Nonprofit Association Referral Partner Program

Tell your membership about 401k Easy Online and earn $100 to $300 for each 401k Easy Online plan adopted by your members while concurrently qualifying your members for a rebate their purchase.

Choose the arrangement that best suits the needs of your association and its membership:

  • Schedule A: $150 referral commission, $50 customer rebate
    Schedule A awards your nonprofit association $150 for each qualified referral and your members a $50 rebate on their purchase of 401k Easy Online.
  • Schedule B: $100 referral commission, $100 customer rebate
    Schedule B awards your nonprofit association $100 for each qualified referral and your members a $100 rebate on their purchase of 401k Easy Online.
  • Schedule C: $50 referral commission, $150 customer rebate
    Schedule C awards your nonprofit association $50 for each qualified referral and your members a $150 rebate on their purchase of 401k Easy Online.
  • Your association must select only one of the above commission-rebate arrangements in becoming a Nonprofit Association Referral Partner, but it can change its designation at any time by notifying us in writing.
  • Your association must be registered with us as a Nonprofit Association Referral Partner when we receive your member's order for your association to be eligible for Referral Partner income and your member the corresponding rebate.
  • Register today!

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Your Members Simply Name Your Nonprofit Association When Ordering 401k Easy Online

Earning nonprofit association referral commissions from 401k Easy Online is as easy as having your members name your association in the "How did you hear about us?" section of our order form when adopting a 401k Easy Online 401k plan.

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401k Easy Online Lets Your Nonprofit Association Raise Money Effortlessly

Earning Nonprofit Association Referral Partner income is easy.

  • Just have your members mention your association when ordering.
    Any member of your nonprofit association that adopts a 401k Easy Online 401k plan and names your association as the "How did you learn about us?" source in our order form earns your nonprofit association a referral commission and the member a rebate on 401k Easy Online.
  • Depending on the commission-customer rebate program you choose (see above), your association earns $50 to $150 on every order.
  • Your association is not obligated to promote 401k Easy Online in any way. You will likely want to somehow notify your membership of their discount and your association's benefit regarding 401k Easy Online, but the level of effort your association puts out is up to you. So long as the member names your association as the "How did you learn about us?" source when ordering its 401k Easy Online 401k plan and your association is registered with us at the time as a Nonprofit Association Referral Partner, it gains the full commission and the member the full discount pursuant to the schedule your association adopted (see above).
  • Your association will never be asked to share with us any membership information, not contact names, phone numbers e-mail addresses or any other information (except within an actual 401k Easy Online order request, of course). We let your association inform your members about the existence of 401k Easy Online and 401k Easy Online's informative web site, and let your members contact us if they would like more information.
  • It's free to be a Nonprofit Association Referral Partner. There are no fees involved, and your association keeps the full referral commission to put toward its good works.
  • The Nonprofit Association Referral Partner Program is open to all nonprofit associations (see below).

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Notifying Your Membership

As we said above, we leave it up to you to contact your membership about 401k Easy Online. Here are some suggestions that have worked well for other Nonprofit Association Referral Partners:

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All Nonprofit Associations Are Eligible

All nonprofit associations are eligible to be 401k Easy Online Nonprofit Association Referral Partners.

  • Your nonprofit association in no way needs to be affiliated with the finance or retirement benefits industries to join our Nonprofit Association Referral Partner Program.
  • If your membership includes working-age people and/or their employers, then our Program is right for you: You can raise money for your organization while helping your members acquire affordable, quality retirement benefits.
  • Your association does not need any 401k or retirement plan knowledge to be a 401k Easy Online Nonprofit Association Referral Partner. Just direct your members to our web site; it contains all the explanations and expertise, and we're only a phone call or e-mail away if your members have any questions.
  • Small business-orientated nonprofit associations are particularly encouraged to join. While 401k Easy Online is completely scalable for use by companies of any size, it is particularly suited to businesses that employ 250 or fewer people. These businesses have largely been ignored by the traditional retirement benefits industry, and they are the most in need of affordable, quality retirement benefit options. Your association not only can raise money for itself and its good works by informing your members about 401k Easy Online, but it can also help its members have a more secure financial future.

To gain a basic understanding of 401k Easy Online (if you want such before approaching your members about our customized system/service)...

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Nonprofit Association Referral Partner "Responsibilities"

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

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Sign Up for the Program

To become a 401k Easy Online Nonprofit Association Referral Partner and earn your association a $50, $100 or $150 commission (and generate the corresponding $150, $100 or $50 rebate for your member, see top of page) for EACH company adopting a 401k Easy Online 401k plan that names your association as the "How did you learn about us?" source in our order form.

  • First, read the 401k Easy Online Nonprofit Association Referral Partner Agreement. All Nonprofit Association Referral Partner applicants must agree to the terms of the Agreement for their Nonprofit Association Referral Partner Applications to be acceptable.
  • Second, complete and submit your 401k Easy Online Nonprofit Association Referral Partner Application (see below). You will receive written confirmation that you have been added to our Referral Partner Program and are eligible for the rights and benefits thereof when your completed application has been processed. As of the date of that written confirmation, you are eligible to earn referral commissions, your members the corresponding rebate.
  • If you later decide you want to change any aspect of your Application — your commission-rebate formula, for instance — please contact us IN WRITING (e-mail transmission are OK). Any change to your Application will become effective as of the date we notify you in writing of its acceptance.

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We do not share information you submit. Read our Privacy Pledge on our Legal Notes page.


NONPROFIT ASSOCIATION REFERRAL PARTNER APPLICATION
Association Name:
Nonprofit ID Number:
Type of Business:
Contact Person:
Title:
E-mail Address:
Phone Number: -
Fax Number: -
Company Address:
City:
State:
Zip Code:
Web Address:
Commission-Rebate Formula: Schedule A:
$150 commission for nonprofit association, $50 rebate for member purchasing 401k Easy Online

Schedule B:
$100 commission for nonprofit association, $100 rebate for member purchasing 401k Easy Online

Schedule C:
$50 commission for nonprofit association, $150 rebate for member purchasing 401k Easy Online
Referral Partner Agreement: I, the applicant in this Nonprofit Association Referral Partner Application, hereby accept the terms of the Nonprofit Association Referral Partner Program Agreement on this day of , .
Comments:
  

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