Expand your financial capabilities working with 401k Easy Online.

business alliance programs - referral partner program...

The 401k Easy Online Referral Partner Program

Any 401k Easy Online customer who lists you as the "How did you hear about us?" source when ordering their 401k Easy Online plan can earn you money.

  • You earn $200.00 for each third-party company that adopts a 401k Easy Online 401k plan that 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 customer a $200 rebate on their purchase.
  • If you are an NASD 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 customer rebate option.

Being a 401k Easy Online Referral Partner is easy. You can simply mention 401k Easy Online in a conversation, e-mail someone our web address or place a link to our website in your website.

  • To be eligible for Referral Partner income, you must already be registered with us as a Referral Partner when we receive the order mentioning you as the referral source. Register today.

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business alliance programs - referral partner program...

Earn Money — Effortlessly

Earning Referral Partner income is easy...

  • ANY third-party company that, in ordering a 401k Easy Online 401k plan, names you as the "How did you learn about us?" source in our order form earns you $200.00.
  • You can choose to decline the commission and instead let the customer have a $200 rebate on its 401k Easy Online purchase.
  • ANYONE can become a Referral Partner!

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

  • Place a link to the 401k Easy Online website in your website.
    Contact us if you need any logos or other artwork.
  • Mention 401k Easy Online in your e-mail blasts.
    Say as little or as much about 401k Easy Online as you like to inspire people to visit our website and adopt a 401k Easy Online self-service 401k plan. Be certain your audience knows who is sending them the ad so they know who to mark down in the "How did you hear about us?" section of our order form.
  • Please note that we DO NOT condone spam e-mail, fax or other campaigns. Please read the Referral Partner Agreement's section regarding spamming.
  • Run 401k Easy Online ads in your newsletter or trade group publication.
    Newsletter and/or trade group publications, particularly ones geared to small businesses or small business owners, are an excellent way to introduce people to 401k Easy Online.
  • Good old fashioned word of mouth.
    Sometimes simply telling someone about a useful system like 401k Easy Online is enough to peak their interest and get them to visit our web site. If they are in the market for a cost-effective yet option-rich 401k plan, there is a good chance they will find 401k Easy Online or one of our affiliated systems ideal.

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business alliance programs - referral partner program...

Everyone Is Eligible To Be A 401k Easy Online Referral Partner

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

  • We have a special referral partner program for nonprofit associations that allows them rewards that won't conflict with their nonprofit status. Visit the Nonprofit Association Referral Partner Program for details.
  • You do not need to be affiliated with the finance or retirement benefits industries to be a Referral Partner.
  • You do not need any 401k or retirement plan knowledge to be a Referral Partner. Just direct people to our website; it contains all the explanations and expertise, and we're easy to contact if people have any questions.
  • People with connections to small businesses or small business associations are particularly encouraged to join our Referral Partner Program. 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.

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

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business alliance programs - referral partner program...

Referral Partner "Responsibilities"

There are none. In signing on to be a Referral Partner you in no way commit yourself to generating any referral business for 401k Easy Online.

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Sign Up for the Program

To become a 401k Easy Online Referral Partner and earn $200 for EACH company adopting a 401k Easy Online 401k plan that names you as the "How did you learn about us?" source in our order form.

  • First, read the 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 401k Easy Online Referral Partner Application (below).
    You will 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 will be eligible to earn referral commissions (or have customers you refer be eligible for the $200 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 until we notify you of its acceptance in writing.

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


401K EASY ONLINE 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 Address:
Phone Number: -
Fax Number: -
Company Address:
City:
State:
Zip Code:
Web Address:
Commission-Rebate Formula: 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 Agreement: I, the applicant in this Nonprofit Association Referral Partner Application, hereby accept the terms of the Referral Partner Program Agreement on this day of .
Comments:
  

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