For No-Load Mutual Fund Companies Wanting a Quick and Easy Way to Couple Their Investment Systems with Clients' 401k Easy Online 401k plans

401k Easy Online is THE answer for affordable, quality small business 401k plans. Don't miss out on the enormous smaller plan market just because you have 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 of 401k plan administration.
We take care of all sales administration, plan customizations and 401k Easy Online technical support. You simply refer the customer to us.
The customer takes care of all plan administration in-house using 401k Easy Online.
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 401k Easy Online sale, there is no infringement on NASD rules.
You can have clients convert their existing 401k plans into 401k Easy Online self-service 401k plans that use your mutual fund investments.
Your customers receive a $100 rebate on their purchase of 401k Easy Online (see below).
You must be registered with us as a System Tie-in Partner when we receive the order for the customer's purchase to qualify for the $100 rebate. Register today.

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

401k Easy Online is THE answer for affordable, quality small business 401k plans. If you provide systems or services used by smaller businesses, you can encourage sale of your own system or service by informing customers that they qualify for a $100 rebate on 401k Easy Online — a purchase they are likely to be interested in anyway — when they purchase your system or service.

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

Having your customers qualify for the $100 rebate is twofold:

Your customers name your company in the "How did you hear about us?" section of our order form when ordering 401k Easy Online.
Your customers then provide us with what your company accepts as valid proof of purchase of your system or service. (Please define what is acceptable to your company as "valid proof of purchase" in your System 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 System Tie-in Partner when we receive the order for the purchase to qualify for the $100 rebate. Register today.

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Customers Get a $100 Rebate on 401k Easy Online by Showing Valid Proof of Purchase of Your System or Service

Having your customers "qualify" for the $100 401k Easy Online rebate is easy:

The customer lists your company, the registered System Tie-in Partner, in the "How did you hear about us?" section of our order form.
The customer then provides us with proof of purchase of your system or service.
You define "proof of purchase" of your system or service in your System 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 system 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.

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Customer Rebates Subsidize the Purchase of Your System 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 system or service can qualify for the $100 401k Easy Online rebate.

$100 more than covers the cost of many systems and services. By purchasing 401k Easy Online in conjunction with your system or service, it is like the customer gets your system for free. What could be a better incentive to purchase your system or service.

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System Tie-In Partner "Responsibilities"

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

You pay nothing and make no commitment to generating any sales for 401k Easy Online in joining the System Tie-in Partner Program.
It is up to you how much effort you want to exert in promoting 401k Easy Online. Your clients can qualify for the $100 rebate even if you just had a tiny-type mention of our offer on your website or system advertising, or if you informed your clients about 401k Easy Online by word of mouth.
We DO NOT condone spamming and related marketing techniques. Please read the 401k Easy Online System Tie-in Partner Program Agreement for details. If you have any questions, please contact us.
The more you know about 401k Easy Online, the more prepared you will be to encourage people to consider the self-service 401k approach and thereby qualify for the $100 rebate that comes only in conjunction with purchasing your system or service.
Visit our website's System Features, Pricing and Price Comparisons, and Investments sections for pertinent information about our systems.
The free system demos provide the ultimate education. The demo Plan Sponsor Gateway and Plan Participant Gateway have been customized to service a fictitious company's plan. Nearly all features are operational. Contact us if you would like help getting started.

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Sign Up for the System Tie-In Program

It is easy to become a System Tie-in Partner and enable your customers to qualify for a $100 rebate when purchasing 401k Easy Online...

First, read the System Tie-in Partner Program Agreement. All applicants must agree to the terms of the Agreement.
Second, complete and submit your System Tie-in Program Application.
You will receive an e-mail (or other, if you prefer) confirmation that you have been added to our System 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 $100 rebate when purchasing 401k Easy Online.
If you later decide you want to change any aspect of your application (for instance, your definition of "proof of purchase," please contact us IN WRITING (e-mail transmission OK). Any change will not become effective until we notify you in writing that the change has been accepted.

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PRODUCT TIE-IN PARTNER APPLICATION
Company Name:
Type of Business:
Contact Person:
Title:
E-mail Address:
Phone Number:	-
Fax Number:	-
Company Address:
City:
State:
Zip Code:
Web Address:
Proof of Purchase Requirement:	Please define what your company would like us to use as "valid proof of purchase" of your system or service for companies purchasing 401k Easy Online: 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 System Tie-in Partner Applicants):
System Tie-In Partner Terms Agreement:	I, the applicant in this System Tie-In Partner Application, hereby accept the terms of the System Tie-In Partner Program Agreement on this day of , .
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