ADI One Dealer Advantage Program (R) 401k Easy Online 401k Management
Quick Info
Pricing
Demo of 401k Easy Online

Referral Partner Program

for 401k Easy Online

Page Topics

[topic 1]

The 401k Easy Referral Partner Program

Any 401k Easy Online customer who lists you as the Referral Partner at the end of our order form can earn you money:

-- You'll earn $100.00 for each third-party company that adopts a 401k Easy Online 401k plan and 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 $100 rebate on their purchase.

-- If you're 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 rebate option.

1.

The Referral Partner Program

2.

You Can Earn Money -- Effortlessly

3.

Everyone Is Eligible

4.

Referral Partner "Responsibilities"

5.

Sign Up Today to be a Referral Partner

6.

Referral Partner Application

It's so easy: You could simply mention 401k Easy Online in a conversation, e-mail someone our web address or place a link to our website in your website.

-- You must be registered with us as a Referral Partner when we receive the order mentioning you as the referral source to be eligible for Referral Partner income.

-- Register today.

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[topic 2]

You Can Earn Money -- Effortlessly

Earning Referral Partner income is easy…

-- ANY third-party company that adopts a 401k Easy Online 401k plan and names you as the "How did you learn about us?" source in our order form earns you $100.00.

-- You can choose to decline the commission and instead let the customer have a $100 rebate on its 401k Easy Online purchase.

-- It doesn't matter how little effort you put out to introduce the party to 401k Easy Online and encourage them to go with our self-service 401k plan, you still earn the full $100.00 for every qualified 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 for a 401k Easy Online ad that fit your needs. Then place the ad in your website and link it to www.401k-easy-online.com. Please DO NOT link to this special ADI One Dealer Advantage Program website because it contains discounts not available to the general public.

-- E-mail mini-ads about 401k Easy Online to friends and clients.
Contact us for a 401k Easy Online ad to use in solicitations, or just list our web address: www.401k-easy-online.com. 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. Make sure people know who's sending them the ad so they know who to mark down in the "How did you hear about us?" section of our order form. (We DO NOT condone "spam" e-mail campaigns, by the way; please read the Referral Partner Agreement's section on spamming for details.)

-- Run 401k Easy Online ads in your newsletter or trade group publication.
Newsletter and/or trade group publications, especially ones geared toward small businesses or small business owners, are an excellent way to introduce people to 401k Easy Online. Contact us if you need print-ready artwork; full-color and greyscale logos are available by request at no charge via electronic transfer.

-- Good old fashioned word of mouth.
Sometimes just telling someone about a product as innovative as 401k Easy Online can do the trick!

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[topic 3]

Everyone Is Eligible

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

-- You don't need ANY 401k expertise to be a 401k Easy Referral Partner. Just send people to our website: It contains all the 401k expertise, and your referrals can then contact us if they have any questions.

-- The more you DO know about 401k Easy Online, of course, the more prepared you are to tout its attributes and thereby encourage people to consider the online self-service 401k approach.

-- Visit our website's Quick Info section for an overview of what's so great about 401k Easy Online. The Features and Functionality, Pricing and Price Comparisons, and Investments sections expand on important points made within Quick Info.

-- Try our free demo for a global picture of the 401k Easy Online system; it can be especially useful if you have even a vague familiarity with or understanding of running a 401k plan.

-- The demo is a fully functioning version of the 401k Easy Online customized to a few fictitious company plans. You can explore the system's remarkable capabilities on your own or call us for a guided tour.

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[topic 4]

Referral Partner "Responsibilities"

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

-- You pay nothing and make no commitment to generating any sales in joining the 401k Easy Online Referral Partner Program.

-- Please read the 401k Easy Referral Partner Agreement before submitting your Referral Partner Application. If you have any questions, contact us.

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[topic 5]

Sign Up Today to be a 401k Easy Referral Partner

To become a 401k Easy Referral Partner and earn $100 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 (or have the customer qualify for the $100 rebate)...

-- 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 accepted.

-- Second, complete and submit the below Referral Partner Application.
You'll 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're eligible to earn referral commissions (or have customers you refer be eligible for the $100 rebate).

-- 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, however, until we notify you of its acceptance in writing.

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[topic 6]

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:

Phone:

-

Fax:

-

Mailing address:

City:

State:

Zip:

Website address:

Reciprocal link?

Do you wish to have a link to your website placed within the Links section of our website (upon our approval)?

Yes No Not applicable (don't have a website)

Commission or rebate?

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 Terms Agreement:

I, the applicant in this Referral Partner Program Application, hereby accept the terms of the Referral Partner Program Agreement on this day of , .

Comments:

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