business alliance programs - retail distribution partner program...
Retail Distribution Partners Receive $150 Per Qualifying 401k Easy Online Purchase — Plus the Customer Gets a $50 Rebate
Any 401k Easy Online customer who lists your company as "How did you hear about us?" source when ordering 401k Easy Online can earn your company money.
- Your company earns $150.00 for each qualifying purchase of 401k Easy Online that named your company as the "How did you hear about us?" source when ordering.
- The customer qualifies for a $50 rebate on the purchase at the same time.
Your company can handle the order or you can have us do it. Either way, qualified purchases earn your company the full $150 commission and the customer the full $50 rebate.
- Your company must be registered with us as a Retail Distribution Partner when we receive the order for your company to be eligible for Retail Distribution Partner income. Register today.
Please note: If you are an NASD Registered Representative or other government-regulated person or entity enjoined from collecting unregulated commissions, you cannot participate in this program — but take a look at our System Tie-in Program.
return to topics menu 
business alliance programs - retail distribution partner program...
The Program, for Retailers and Distributors of Systems and Services for Small Businesses, is Flexible
401k Easy Online is a combination system (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).
- 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 and whether or not to allow for 401k loans).
- Some customers want to convert existing 401k plans into 401k Easy Online self-service 401k plans; their current plan specifications may or may not be directly transferable into 401k Easy Online.
In other words, writing up orders for 401k Easy Online can require anything from very little knowledge about 401k plans and 401k Easy Online to a fair level of expertise on the subjects. We let each of our Retail Distribution Partners decide how much 401k Easy Online 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 $150 commission. - Have your staff take 401k Easy Online 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 about which they are certain while requesting help with plan customization options about which they're undecided. - Have 401k Easy Online certified personnel handle the orders in-house.
Our certified Consultants help customers with their 401k Easy Online 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 401k Easy Online order forms and marketing materials — free of charge.
To facilitate our Retail Distribution Partners in their marketing and selling of 401k Easy Online, we gladly supply them with 401k Easy Online logo and ad materials as well as electronic submission 401k Easy Online order forms for inclusion in their websites; hard-copy order forms are also available. All our 401k Easy Online 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 $150 commission and the customer the full $50 rebate on all qualified orders.
return to topics menu
business alliance programs - retail distribution partner program...
It's Easy for Purchases to be "Qualified"
Three conditions need to all be met for an order to earn your company the $150 Retail Distribution Partner commission and your customer the $50 401k Easy Online rebate:
- Your company must be named as the referral source at the time the order is placed.
The customer must name your company as the "How did you hear about us?" source when ordering 401k Easy Online through us, or we have to receive the order for 401k Easy Online (via fax, mail or electronic submission) through your company. Please see above for order processing options within the Retail Distribution Partner Program. - The order has been paid in full.
Pension Services Corporation must receive full, valid payment for an order before any referral commission or customer rebate will be paid on the order. - 60 days have passed since the order was processed, and the system has not been returned for any reason.
Any order or plan canceled or refunded within the initial 60 days will not generate any referral commission nor customer rebate.
Please see the Retail Distribution Partner Program Agreement for complete details on qualified purchases.
return to topics menu
business alliance programs - retail distribution partner program...
Distribution Partner Eligibility Requirements
To qualify for the Retail Distribution Partner Program, your company must meet the following requirements.
- For retailers and distributors only
The 401(k) Easy Retail Distribution Partner Program is for retailers and distributors of systems and services of interest to small businesses and small business owners and managers. If your company is not a major retailer or distributor, you should look into our standard Referral Partner Program, which pays a $100 commission per qualified referral; the commission can alternatively be given to the customer as a customer rebate. The standard Referral Partner Program is for individuals and small businesses. - For marketing and selling 401k Easy Online under the brand name "401k Easy Online" only
If your company is interested in marketing and selling 401k Easy Online under your own brand name, please contact us about a VAR/OEM Partner arrangement. - 100-order-a-year minimum requirement
To qualify as a Retail Distribution Partner and earn the $150 commission per qualified referral plus qualify the customer for the $50 rebate, you must be the referral source for at least 100 companies a year that adopt 401k Easy Online. These customers can be starting their first 401k plan or having us convert an existing 401k plan into a 401k Easy Online self-service 401k plan.
Until you reach the 100-referral-per-year minimum, your company will be considered a standard Referral Partner; certain exceptions may be made. Standard Referral Partners earn a $100 commission per qualified referral, which can alternatively be given to the customer as a 401k Easy Online rebate. - Carryover membership in the Program
Once you have qualified as a Retail Distribution Partner, you don't have to re-qualify with each new year: Retail Distribution Partners automatically remain in the program (earning the full $150 per referral commission and qualifying customers for the $50 rebate) so long as the company continues to meet the 100 order minimum by the end of each year. Certain exceptions may apply. - Please read the 401k Easy Online Retail Distribution Partner Program Agreement for complete details.
Due to conflicts with NASD regulations, the Retail Distribution Partner Program is NOT open to NASD-registered persons or entities — however our System Tie-in Program and standard Referral Partner Program are.
return to topics menu
business alliance programs - retail distribution partner program...
Retail Distribution Partner "Responsibilities"
The only real responsibility a Retail Distribution Partner has is to meet the 100-order-per-year requirement. Other than that, the program is very flexible. Contact us and tell us what's ideal for your company.
- Retail Distribution Partners do not need any 401k expertise.
You do not need any 401k expertise to be a 401k Easy Online Retail Distribution Partner. Simply send people to our website or, with our permission, copy pertinent sections to a 401k Easy Online section of your website. - We will help you as much or as little as you like with order-taking responsibilities.
Retail Distribution Partners define the level of control they want over order processing. If you want to use our 401k expertise, fine. If you want to have your own people handle everything that's OK, too — so long as the order falls within our quality control standards and the customer is happy.
The more your company knows about 401k Easy Online, the more prepared it will be to sell the system.
- Use this site to educate yourself about 401k Easy Online. In particular, visit the System Features, Pricing and Price Comparisons and Investments sections.
- Too, you will of course want to experiment with the System Demos. The demo Plan Sponsor Gateway and Plan Provider Gateway have been customized to service a fictitious company plan. Nearly all features are operations.
- Please read the Retail Distribution Partner Program Agreement for complete details about the program, then contact us if you have any questions.
return to topics menu
business alliance programs - retail distribution partner program...
Sign Up Today for the 401k Easy Online Retail Distribution Partner Program
To become a 401k Easy Online Retail Distribution Partner and earn $150 for EACH qualifying 401k Easy Online purchase (while earning your customer a $50 rebate on that purchase)...
- First, read the Retail Distribution Partner Program Agreement.
All Retail Distribution Partner applicants must agree to the terms of the Agreement. - Second, submit your Retail Distribution Partner Program Application (below).
As soon as your completed application has been processed, you will receive an e-mail (or other) confirmation that you have been added to our Retail Distribution Partner Program and are eligible for the rights and benefits thereof. Once you receive this written confirmation, your company is eligible to earn referral commissions (and your customers are eligible to receive the $50 rebate on 401k Easy Online). - 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, please contact us IN WRITING (e-mail transmission OK). Any change to your Application will not become effective until we notify you in writing of its acceptance.
return to topics menu
business alliance programs - retail distribution partner program...
We do not share information you submit. Read our Privacy Pledge on our Legal Notes page.
