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 The Program,
for retailers and distributors of products and
services for small businesses, is flexible.
401(k) Easy is a combination
product (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). The variety of customization choices
mean 401(k) Easy cannot, in its current
configuration, be prepackaged and sold "off the
shelf." (An out-of-the-box version is under
development; its release date has not yet been
announced.)
 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
or whether or not to allow for 401k loans).
Some customers want to convert
existing 401k plans into 401(k) Easy
run-it-yourself 401k plans; their current plan
specifications may or may not be directly
transferable into 401(k) Easy.
In other words, writing up orders for 401(k) Easy can
require anything from very little knowledge of 401k
plans and 401(k) Easy to a fair level of expertise on
the subjects. We let
each of our Retail Distribution Partners decide how
much 401(k) Easy 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 commission.
Have
your staff take 401(k) Easy 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 they're sure
of while requesting help with plan customization
options about which they're undecided.
Have
401(k) Easy certified personnel handle the orders
in-house.
Our
certified Consultants help customers with their
401(k) Easy 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
401(k) Easy order forms and marketing materials
-- free of charge.
To facilitate our Retail Distribution Partners in
their marketing and selling of 401(k) Easy, we
gladly supply them with 401(k) Easy logo and ad materials as well as electronic
submission 401(k)
Easy plan order forms for inclusion in their websites;
hard-copy order forms are also available. All our
401(k) Easy 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 commission and the
customer a rebate on all qualified
orders.
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